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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

NWF Advisory Services's SPYV Position: Q1 2026 in Review

NWF Advisory Services increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 24% in Q1 2026, buying an estimated $75.2K and bringing the position to 6,672 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #248.

NWF Advisory Services first reported a position in SPYV in Q3 2025 and has held it in 3 quarters since. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • NWF Advisory Services held 6,672 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $378K as of Q1 2026.
  • NWF Advisory Services bought 1,297 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $75.2K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of NWF Advisory Services's portfolio in Q1 2026, its #248 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 3 quarters since.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.