Nations Financial Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Nations Financial 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	$927K	Sell	15,171 -139	-0.9%	-$8.7K	0.05%	398
2026 Q2	$931K	Buy	15,310 +70	+0.5%	+$4.19K	0.04%	396
2026 Q1	$862K	Buy	15,240 +5,504	+57%	+$319K	0.04%	411
2025 Q4	$553K	Buy	9,736 +4,921	+102%	+$276K	0.03%	499
2025 Q3	$266K	Buy	4,815 +350	+8%	+$18.8K	0.02%	614
2025 Q2	$234K	Buy	+4,465	New	+$223K	0.02%	611

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

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

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

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Nations Financial Group's SPYV Position: Q3 2026 in Review

Nations Financial Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.91% in Q3 2026, selling an estimated $8.7K and leaving 15,171 shares worth $927K. The position accounts for 0.05% of the portfolio, ranked #398.

Nations Financial Group first reported a position in SPYV in Q2 2025 and has held it in 6 quarters since. The position peaked at $931K in Q2 2026. 771 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Nations Financial Group held 15,171 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $927K as of Q3 2026.
Nations Financial Group sold 139 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $8.7K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.05% of Nations Financial Group's portfolio in Q3 2026, its #398 holding.
Nations Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 6 quarters since.
Nations Financial Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $931K in Q2 2026.
771 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.