Members Wealth
SPYV icon

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

Members Wealth’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 		$9.9M Buy
159,759
+9,537
+6% +$597K 4.93% 4
2026
Q2 		$9.13M Buy
150,222
+2,153
+1% +$129K 5.01% 5
2026
Q1 		$8.73M Buy
148,069
+4,276
+3% +$248K 5.22% 5
2025
Q4 		$8.36M Buy
143,793
+59,773
+71% +$3.36M 5.24% 5
2025
Q3 		$4.66M Buy
+84,020
New +$4.52M 2.95% 6
2025
Q1 		$3.8M Buy
74,339
+3,346
+5% +$174K 2.86% 8
2024
Q4 		$3.72M Buy
+70,993
New +$3.78M 2.78% 7
2024
Q2 		$4.77M Buy
+90,175
New +$4.41M 3.2% 5

Other funds holding SPYV

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
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
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Members Wealth's SPYV Position: Q3 2026 in Review

Members Wealth increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.3% in Q3 2026, buying an estimated $597K and bringing the position to 159,759 shares worth $9.9M. The position accounts for 4.93% of the portfolio, ranked #4.

Members Wealth first reported a position in SPYV in Q2 2024 and has held it in 8 quarters since. 545 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Members Wealth held 159,759 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $9.9M as of Q3 2026.
  • Members Wealth bought 9,537 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $597K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 4.93% of Members Wealth's portfolio in Q3 2026, its #4 holding.
  • Members Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 8 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 Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.