Onyx Bridge Wealth Group
SPYV icon

Onyx Bridge Wealth Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Onyx Bridge Wealth Group’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 		$2.02M Sell
32,982
-355
-1% -$22.2K 0.18% 108
2026
Q2 		$2.03M Sell
33,337
-997
-3% -$59.7K 0.18% 104
2026
Q1 		$1.94M Sell
34,334
-2,210
-6% -$128K 0.21% 98
2025
Q4 		$2.08M Sell
36,544
-2,976
-8% -$167K 0.22% 91
2025
Q3 		$2.19M Buy
39,520
+10,384
+36% +$559K 0.24% 81
2025
Q2 		$1.52M Sell
29,136
-6,959
-19% -$348K 0.2% 84
2025
Q1 		$1.84M Sell
36,095
-5,376
-13% -$279K 0.26% 71
2024
Q4 		$2.12M Sell
41,471
-2,330
-5% -$124K 0.31% 63
2024
Q3 		$2.32M Sell
43,801
-2,811
-6% -$143K 0.35% 55
2024
Q2 		$2.27M Sell
46,612
-773
-2% -$37.8K 0.37% 52
2024
Q1 		$2.29M Buy
47,385
+195
+0.4% +$9.3K 0.41% 51
2023
Q4 		$2.2M Sell
47,190
-7,127
-13% -$307K 0.44% 38
2023
Q3 		$2.24M Buy
54,317
+180
+0.3% +$7.8K 0.52% 35
2023
Q2 		$2.34M Sell
54,137
-1,019
-2% -$42.1K 0.56% 38
2023
Q1 		$2.25M Sell
55,156
-46
-0.1% -$1.86K 0.9% 18
2022
Q4 		$2.21M Buy
+55,202
New +$2.11M 0.9% 19

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

Onyx Bridge Wealth Group's SPYV Position: Q3 2026 in Review

Onyx Bridge Wealth Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.1% in Q3 2026, selling an estimated $22.2K and leaving 32,982 shares worth $2.02M. The position accounts for 0.18% of the portfolio, ranked #108.

Onyx Bridge Wealth Group first reported a position in SPYV in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.34M in Q2 2023. 828 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Onyx Bridge Wealth Group held 32,982 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.02M as of Q3 2026.
  • Onyx Bridge Wealth Group sold 355 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $22.2K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.18% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #108 holding.
  • Onyx Bridge Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 16 quarters since.
  • Onyx Bridge Wealth Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.34M in Q2 2023.
  • 828 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.