Milestone Asset Management Group
SPYV icon

Milestone Asset Management Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Milestone Asset Management Group’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 		$5.35M Buy
87,493
+6,323
+8% +$396K 2.47% 11
2026
Q2 		$4.93M Buy
81,170
+956
+1% +$57.2K 2.49% 11
2026
Q1 		$4.54M Buy
80,214
+278
+0.3% +$16.1K 2.65% 9
2025
Q4 		$4.54M Buy
79,936
+8,465
+12% +$476K 2.56% 9
2025
Q3 		$3.95M Buy
71,471
+2,476
+4% +$133K 2.49% 9
2025
Q2 		$3.61M Buy
68,995
+1,925
+3% +$96.2K 2.67% 10
2025
Q1 		$3.43M Buy
67,070
+6,018
+10% +$312K 3.1% 7
2024
Q4 		$3.12M Buy
+61,052
New +$3.25M 2.79% 8

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

Milestone Asset Management Group's SPYV Position: Q3 2026 in Review

Milestone Asset Management Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 7.8% in Q3 2026, buying an estimated $396K and bringing the position to 87,493 shares worth $5.35M. The position accounts for 2.47% of the portfolio, ranked #11.

Milestone Asset Management Group first reported a position in SPYV in Q4 2024 and has held it in 8 quarters since. 360 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Milestone Asset Management Group held 87,493 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $5.35M as of Q3 2026.
  • Milestone Asset Management Group bought 6,323 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $396K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 2.47% of Milestone Asset Management Group's portfolio in Q3 2026, its #11 holding.
  • Milestone Asset Management Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 360 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Milestone Asset Management Group's 13F filing for Q3 2026, filed 20 Oct 2026.