MBE Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

MBE Wealth Management’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	$28.3M	Buy	462,707 +2,983	+0.6%	+$187K	9.96%	2
2026 Q2	$27.9M	Buy	459,724 +9,387	+2%	+$562K	9.82%	3
2026 Q1	$25.5M	Buy	450,337 +6,485	+1%	+$376K	10.58%	3
2025 Q4	$25.2M	Buy	443,852 +17,195	+4%	+$966K	10.56%	3
2025 Q3	$23.6M	Buy	426,657 +2,914	+0.7%	+$157K	10.21%	3
2025 Q2	$22.2M	Buy	423,743 +12,409	+3%	+$620K	9.64%	3
2025 Q1	$21M	Sell	411,334 -45,987	-10%	-$2.39M	10.05%	3
2024 Q4	$23.4M	Buy	457,321 +7,967	+2%	+$424K	13.17%	3
2024 Q3	$23.8M	Buy	449,354 +13,142	+3%	+$669K	13.1%	3
2024 Q2	$21.3M	Buy	436,212 +21,241	+5%	+$1.04M	12.87%	3
2024 Q1	$20.8M	Buy	414,971 +385,623	+1,314%	+$18.4M	12.84%	3
2023 Q4	$1.37M	Buy	+29,348	New	+$1.27M	0.7%	17

Other funds holding SPYV

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

MBE Wealth Management's SPYV Position: Q3 2026 in Review

MBE Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.65% in Q3 2026, buying an estimated $187K and bringing the position to 462,707 shares worth $28.3M. The position accounts for 9.96% of the portfolio, ranked #2.

MBE Wealth Management first reported a position in SPYV in Q4 2023 and has held it in 12 quarters since. 545 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

MBE Wealth Management held 462,707 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $28.3M as of Q3 2026.
MBE Wealth Management bought 2,983 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $187K.
State Street SPDR Portfolio S&P 500 Value ETF made up 9.96% of MBE Wealth Management's portfolio in Q3 2026, its #2 holding.
MBE Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 12 quarters since.
545 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.