MHR
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Matthew Hamilton Rosenberg’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Matthew Hamilton Rosenberg’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 		$3.79K Hold
62
– – ﹤0.01% 724
2026
Q2 		$3.77K Hold
62
– – ﹤0.01% 710
2026
Q1 		$3.51K Buy
+62
New +$3.6K ﹤0.01% 704

Other funds holding SPYV

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Matthew Hamilton Rosenberg's SPYV Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q3 2026 at 62 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Matthew Hamilton Rosenberg first reported a position in SPYV in Q1 2026 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Matthew Hamilton Rosenberg held 62 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.79K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #724 holding.
  • Matthew Hamilton Rosenberg first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.