NWF Advisory Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

NWF Advisory Services’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	$447K	Sell	7,317 -25	-0.3%	-$1.56K	0.04%	239
2026 Q2	$446K	Buy	7,342 +670	+10%	+$40.1K	0.04%	241
2026 Q1	$378K	Buy	6,672 +1,297	+24%	+$75.2K	0.04%	248
2025 Q4	$305K	Buy	5,375 +905	+20%	+$50.8K	0.03%	282
2025 Q3	$247K	Buy	+4,470	New	+$241K	0.03%	331

Other funds holding SPYV

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

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 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

NWF Advisory Services's SPYV Position: Q3 2026 in Review

NWF Advisory Services reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.34% in Q3 2026, selling an estimated $1.56K and leaving 7,317 shares worth $447K. The position accounts for 0.04% of the portfolio, ranked #239.

NWF Advisory Services first reported a position in SPYV in Q3 2025 and has held it in 5 quarters since. 428 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

NWF Advisory Services held 7,317 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $447K as of Q3 2026.
NWF Advisory Services sold 25 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $1.56K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of NWF Advisory Services's portfolio in Q3 2026, its #239 holding.
NWF Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2025 and has held it in 5 quarters since.
428 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.