MBM Wealth Consultants
SPYV icon

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

MBM Wealth Consultants’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 		$3.9M Buy
63,844
+1,925
+3% +$120K 0.72% 21
2026
Q2 		$3.76M Sell
61,919
-499
-0.8% -$29.9K 0.73% 19
2026
Q1 		$3.53M Buy
62,418
+1,115
+2% +$64.7K 0.81% 19
2025
Q4 		$3.48M Buy
61,303
+2,858
+5% +$161K 0.83% 18
2025
Q3 		$3.23M Buy
58,445
+849
+1% +$45.7K 0.8% 18
2025
Q2 		$3.01M Buy
57,596
+1,226
+2% +$61.3K 0.81% 18
2025
Q1 		$2.88M Buy
56,370
+2,012
+4% +$104K 0.85% 17
2024
Q4 		$2.77M Buy
54,358
+2,479
+5% +$132K 0.82% 17
2024
Q3 		$2.74M Sell
51,879
-467
-0.9% -$23.8K 0.87% 17
2024
Q2 		$2.55M Buy
52,346
+4,772
+10% +$233K 0.87% 18
2024
Q1 		$2.38M Buy
47,574
+1,760
+4% +$83.9K 0.84% 17
2023
Q4 		$2.16M Buy
45,814
+1,931
+4% +$83.3K 0.81% 18
2023
Q3 		$1.81M Buy
43,883
+3,144
+8% +$136K 0.79% 19
2023
Q2 		$1.79M Buy
40,739
+11,074
+37% +$457K 0.76% 18
2023
Q1 		$1.58M Sell
29,665
-1
-0% -$41 0.64% 21
2022
Q4 		$1.16M Buy
29,666
+2,830
+11% +$108K 0.54% 21
2022
Q3 		$951K Buy
26,836
+994
+4% +$37.7K 0.46% 23
2022
Q2 		$951K Buy
25,842
+870
+3% +$34.5K 0.46% 24
2022
Q1 		$1.04M Buy
+24,972
New +$1.03M 0.43% 29

Other funds holding SPYV

Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Lutz Financial Services
Lutz Financial Services Omaha, Nebraska $1.63B AUM 7.07% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

MBM Wealth Consultants's SPYV Position: Q3 2026 in Review

MBM Wealth Consultants increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.1% in Q3 2026, buying an estimated $120K and bringing the position to 63,844 shares worth $3.9M. The position accounts for 0.72% of the portfolio, ranked #21.

MBM Wealth Consultants first reported a position in SPYV in Q1 2022 and has held it in 19 quarters since. 744 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • MBM Wealth Consultants held 63,844 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.9M as of Q3 2026.
  • MBM Wealth Consultants bought 1,925 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $120K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.72% of MBM Wealth Consultants's portfolio in Q3 2026, its #21 holding.
  • MBM Wealth Consultants first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and has held it in 19 quarters since.
  • 744 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on MBM Wealth Consultants's 13F filing for Q3 2026, filed 20 Oct 2026.