Oasis Advisors
SPYV icon

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

Oasis 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 		$269K Buy
+4,400
New +$275K 0.11% 73
2026
Q1 		– Sell
-4,927
Closed -$280K – 230
2025
Q4 		$280K Buy
+4,927
New +$277K 0.15% 60

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

Oasis Advisors's SPYV Position: Q3 2026 in Review

Oasis Advisors opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2026: 4,400 shares worth $269K. The stake represents 0.11% of the portfolio and ranks #73 among its holdings. This is a return to the name: Oasis Advisors previously reported a position in SPYV as recently as Q4 2025.

Oasis Advisors first reported a position in SPYV in Q4 2025 and has held it in 2 quarters since. The position peaked at $280K in Q4 2025. 780 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Oasis Advisors held 4,400 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $269K as of Q3 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF was a new Oasis Advisors position in Q3 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.11% of Oasis Advisors's portfolio in Q3 2026, its #73 holding.
  • Oasis Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 2 quarters since.
  • Oasis Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $280K in Q4 2025.
  • 780 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.