Networth Advisors
SPYV icon

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

Networth 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 		$13.7K Buy
224
+3
+1% +$188 0.01% 168
2026
Q2 		$13.4K Sell
221
-42
-16% -$2.51K 0.01% 165
2026
Q1 		$14.9K Hold
263
– – 0.01% 162
2025
Q4 		$14.9K Buy
+263
New +$14.8K 0.01% 133

Other funds holding SPYV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
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

Networth Advisors's SPYV Position: Q3 2026 in Review

Networth Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.4% in Q3 2026, buying an estimated $188 and bringing the position to 224 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #168.

Networth Advisors first reported a position in SPYV in Q4 2025 and has held it in 4 quarters since. The position peaked at $14.9K in Q4 2025. 814 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Networth Advisors held 224 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $13.7K as of Q3 2026.
  • Networth Advisors bought 3 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $188.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Networth Advisors's portfolio in Q3 2026, its #168 holding.
  • Networth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Networth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $14.9K in Q4 2025.
  • 814 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.