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

MKT Advisors’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	$1.55M	Sell	24,870 -425	-2%	-$26.6K	0.5%	28
2026 Q2	$1.56M	Sell	25,295 -10,403	-29%	-$623K	0.49%	29
2026 Q1	$2.03M	Buy	35,698 +3,504	+11%	+$203K	0.68%	22
2025 Q4	$1.85M	Buy	32,194 +6,969	+28%	+$392K	0.63%	24
2025 Q3	$1.4M	Buy	25,225 +420	+2%	+$22.6K	0.52%	33
2025 Q2	$1.31M	Buy	24,805 +5,777	+30%	+$289K	0.52%	33
2025 Q1	$873K	Buy	19,028 +6,373	+50%	+$331K	0.41%	40
2024 Q4	$658K	Buy	12,655 +435	+4%	+$23.1K	0.29%	56
2024 Q3	$643K	Sell	12,220 -30	-0.2%	-$1.53K	0.3%	53
2024 Q2	$597K	Buy	12,250 +471	+4%	+$23K	0.3%	55
2024 Q1	$574K	Buy	+11,779	New	+$562K	0.31%	55

Other funds holding SPYV

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

MKT Advisors's SPYV Position: Q3 2026 in Review

MKT Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.7% in Q3 2026, selling an estimated $26.6K and leaving 24,870 shares worth $1.55M. The position accounts for 0.5% of the portfolio, ranked #28.

MKT Advisors first reported a position in SPYV in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.03M in Q1 2026. 394 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

MKT Advisors held 24,870 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.55M as of Q3 2026.
MKT Advisors sold 425 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $26.6K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.5% of MKT Advisors's portfolio in Q3 2026, its #28 holding.
MKT Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 11 quarters since.
MKT Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.03M in Q1 2026.
394 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.