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

Motive Wealth 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	$4.21M	Sell	68,852 -4,262	-6%	-$267K	1.69%	19
2026 Q2	$4.44M	Sell	73,114 -841	-1%	-$50.3K	1.83%	17
2026 Q1	$4.18M	Sell	73,955 -62,240	-46%	-$3.61M	1.96%	15
2025 Q4	$7.74M	Sell	136,195 -1,757	-1%	-$98.7K	3.3%	11
2025 Q3	$7.63M	Sell	137,952 -564	-0.4%	-$30.4K	3.29%	12
2025 Q2	$7.25M	Buy	138,516 +28,820	+26%	+$1.44M	3.3%	11
2025 Q1	$5.6M	Buy	109,696 +848	+0.8%	+$44K	3%	12
2024 Q4	$5.57M	Sell	108,848 -15,466	-12%	-$823K	2.99%	13
2024 Q3	$6.06M	Hold	124,314	–	–	3.64%	12
2024 Q2	$6.06M	Sell	124,314 -11,679	-9%	-$571K	3.64%	12
2024 Q1	$6.81M	Buy	135,993 +50,230	+59%	+$2.39M	4.13%	10
2023 Q4	$4M	Sell	85,763 -968	-1%	-$41.7K	4.61%	8
2023 Q3	$3.58M	Sell	86,731 -1,353	-2%	-$58.6K	3.93%	9
2023 Q2	$3.81M	Sell	88,084 -3,484	-4%	-$144K	3.94%	8
2023 Q1	$3.73M	Sell	91,568 -50,933	-36%	-$2.06M	4.08%	7
2022 Q4	$5.54M	Sell	142,501 -7,241	-5%	-$277K	4.24%	10
2022 Q3	$5.16M	Buy	149,742 +7,068	+5%	+$268K	4.18%	9
2022 Q2	$5.25M	Sell	142,674 -2,966	-2%	-$117K	4.14%	8
2022 Q1	$6.08M	Sell	145,640 -9,575	-6%	-$395K	4.17%	7
2021 Q4	$6.52M	Buy	155,215 +8,877	+6%	+$362K	3.92%	9
2021 Q3	$5.71M	Buy	146,338 +38,109	+35%	+$1.52M	3.85%	8
2021 Q2	$4.28M	Buy	+108,229	New	+$4.28M	3.06%	11

Other funds holding SPYV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Motive Wealth Advisors's SPYV Position: Q3 2026 in Review

Motive Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5.8% in Q3 2026, selling an estimated $267K and leaving 68,852 shares worth $4.21M. The position accounts for 1.69% of the portfolio, ranked #19.

Motive Wealth Advisors first reported a position in SPYV in Q2 2021 and has held it in 22 quarters since. The position peaked at $7.74M in Q4 2025. 888 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Motive Wealth Advisors held 68,852 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $4.21M as of Q3 2026.
Motive Wealth Advisors sold 4,262 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $267K.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.69% of Motive Wealth Advisors's portfolio in Q3 2026, its #19 holding.
Motive Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2021 and has held it in 22 quarters since.
Motive Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $7.74M in Q4 2025.
888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Motive Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.