Michael S. Ryan Inc
SPYV icon

Michael S. Ryan Inc’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Michael S. Ryan Inc’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 		$30.5M Buy
498,156
+4,512
+0.9% +$282K 15.36% 1
2026
Q2 		$30M Buy
493,644
+31,113
+7% +$1.86M 14.98% 1
2026
Q1 		$26.2M Sell
462,531
-482
-0.1% -$28K 15.23% 1
2025
Q4 		$26.3M Buy
463,013
+1,698
+0.4% +$95.4K 15.21% 1
2025
Q3 		$25.5M Sell
461,315
-2,691
-0.6% -$145K 15.23% 1
2025
Q2 		$24.3M Buy
464,006
+31,044
+7% +$1.55M 15.43% 1
2025
Q1 		$22.1M Sell
432,962
-32,064
-7% -$1.66M 15.47% 1
2024
Q4 		$23.8M Buy
465,026
+16,049
+4% +$854K 16.19% 1
2024
Q3 		$23.7M Buy
448,977
+17,782
+4% +$905K 16.54% 1
2024
Q2 		$21M Buy
431,195
+19,235
+5% +$940K 15.93% 1
2024
Q1 		$20.6M Buy
411,960
+35,074
+9% +$1.67M 16.28% 1
2023
Q4 		$17.6M Buy
376,886
+17,102
+5% +$738K 14.58% 1
2023
Q3 		$14.6M Buy
359,784
+9,947
+3% +$431K 13.92% 1
2023
Q2 		$15.2M Buy
+349,837
New +$14.4M 14.01% 1

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

Michael S. Ryan Inc's SPYV Position: Q3 2026 in Review

Michael S. Ryan Inc increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.91% in Q3 2026, buying an estimated $282K and bringing the position to 498,156 shares worth $30.5M. The position accounts for 15.36% of the portfolio, ranked #1.

Michael S. Ryan Inc first reported a position in SPYV in Q2 2023 and has held it in 14 quarters since. 545 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Michael S. Ryan Inc held 498,156 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $30.5M as of Q3 2026.
  • Michael S. Ryan Inc bought 4,512 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $282K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 15.36% of Michael S. Ryan Inc's portfolio in Q3 2026, its #1 holding.
  • Michael S. Ryan Inc first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and has held it in 14 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 Michael S. Ryan Inc's 13F filing for Q3 2026, filed 1 Oct 2026.