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Marshall & Sterling Wealth Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q4 		– Sell
-1,253
Closed -$69.3K – 584
2025
Q3 		$69.3K Buy
1,253
+10
+0.8% +$539 0.04% 146
2025
Q2 		$65.1K Buy
1,243
+164
+15% +$8.2K 0.04% 132
2025
Q1 		$55.1K Buy
+1,079
New +$56K 0.04% 141

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's SPYV Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2025, closing a stake of 1,253 shares — an estimated $69.3K sold.

Marshall & Sterling Wealth Advisors first reported a position in SPYV in Q1 2025 and held it in 3 quarters. The position peaked at $69.3K in Q3 2025. 1,163 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 1,253 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $69.3K.
  • Marshall & Sterling Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $69.3K in Q3 2025.
  • 1,163 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.