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

MFA Wealth Services’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 		$204K Buy
3,335
+14
+0.4% +$876 0.12% 131
2026
Q2 		$202K Buy
+3,321
New +$199K 0.12% 132

Other funds holding SPYV

Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 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
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
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

MFA Wealth Services's SPYV Position: Q3 2026 in Review

MFA Wealth Services increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.42% in Q3 2026, buying an estimated $876 and bringing the position to 3,335 shares worth $204K. The position accounts for 0.12% of the portfolio, ranked #131.

MFA Wealth Services first reported a position in SPYV in Q2 2026 and has held it in 2 quarters since. 327 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • MFA Wealth Services held 3,335 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $204K as of Q3 2026.
  • MFA Wealth Services bought 14 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $876.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.12% of MFA Wealth Services's portfolio in Q3 2026, its #131 holding.
  • MFA Wealth Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 327 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.