Lowery Thomas LLC
SPYV icon

Lowery Thomas LLC’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Lowery Thomas LLC’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$994K Sell
16,262
-78
-0.5% -$4.88K 0.5% 38
2026
Q2 		$993K Buy
16,340
+64
+0.4% +$3.83K 0.49% 38
2026
Q1 		$921K Sell
16,276
-338
-2% -$19.6K 0.53% 37
2025
Q4 		$944K Buy
16,614
+1,777
+12% +$100K 0.53% 38
2025
Q3 		$821K Sell
14,837
-530
-3% -$28.5K 0.47% 39
2025
Q2 		$804K Sell
15,367
-2,280
-13% -$114K 0.52% 39
2025
Q1 		$901K Sell
17,647
-2,739
-13% -$142K 0.62% 32
2024
Q4 		$1.04M Sell
20,386
-3,011
-13% -$160K 0.68% 31
2024
Q3 		$1.24M Sell
23,397
-196
-0.8% -$10K 0.84% 29
2024
Q2 		$1.15M Sell
23,593
-3,960
-14% -$194K 0.84% 24
2024
Q1 		$1.38M Buy
27,553
+41
+0.1% +$1.96K 1.06% 22
2023
Q4 		$1.28M Sell
27,512
-2,551
-8% -$110K 1.1% 23
2023
Q3 		$1.24M Sell
30,063
-2,940
-9% -$127K 1.19% 23
2023
Q2 		$1.43M Buy
33,003
+189
+0.6% +$7.8K 1.4% 21
2023
Q1 		$1.34M Buy
32,814
+159
+0.5% +$6.44K 1.47% 19
2022
Q4 		$1.27M Sell
32,655
-102,643
-76% -$3.93M 1.52% 17
2022
Q3 		$4.67M Sell
135,298
-53,810
-28% -$2.04M 5.46% 4
2022
Q2 		$6.96M Buy
189,108
+12,791
+7% +$507K 6.66% 3
2022
Q1 		$7.36M Buy
176,317
+77,094
+78% +$3.18M 5.71% 4
2021
Q4 		$4.17M Buy
+99,223
New +$4.05M 2.87% 13

Other funds holding SPYV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

Lowery Thomas LLC's SPYV Position: Q3 2026 in Review

Lowery Thomas LLC reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.48% in Q3 2026, selling an estimated $4.88K and leaving 16,262 shares worth $994K. The position accounts for 0.5% of the portfolio, ranked #38.

Lowery Thomas LLC first reported a position in SPYV in Q4 2021 and has held it in 20 quarters since. The position peaked at $7.36M in Q1 2022. 1,095 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Lowery Thomas LLC held 16,262 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $994K as of Q3 2026.
  • Lowery Thomas LLC sold 78 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $4.88K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.5% of Lowery Thomas LLC's portfolio in Q3 2026, its #38 holding.
  • Lowery Thomas LLC first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and has held it in 20 quarters since.
  • Lowery Thomas LLC's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $7.36M in Q1 2022.
  • 1,095 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Lowery Thomas LLC's 13F filing for Q3 2026, filed 12 Nov 2026.