Noble Wealth Management PBC’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Noble Wealth Management PBC’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	$138K	Sell	2,256 -4	-0.2%	-$250	0.06%	185
2026 Q2	$137K	Sell	2,260 -5	-0.2%	-$299	0.06%	188
2026 Q1	$128K	Sell	2,265 -51	-2%	-$2.96K	0.06%	178
2025 Q4	$132K	Sell	2,316 -2	-0.1%	-$112	0.07%	176
2025 Q3	$128K	Buy	+2,318	New	+$125K	0.07%	164
2025 Q1	$119K	Sell	2,330 -115	-5%	-$5.96K	0.08%	156
2024 Q4	$125K	Buy	+2,445	New	+$130K	0.09%	145

Other funds holding SPYV

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Noble Wealth Management PBC's SPYV Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.18% in Q3 2026, selling an estimated $250 and leaving 2,256 shares worth $138K. The position accounts for 0.06% of the portfolio, ranked #185.

Noble Wealth Management PBC first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. 44 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Noble Wealth Management PBC held 2,256 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $138K as of Q3 2026.
Noble Wealth Management PBC sold 4 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $250.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.06% of Noble Wealth Management PBC's portfolio in Q3 2026, its #185 holding.
Noble Wealth Management PBC first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
44 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.