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

Opal Wealth 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 		$3.98M Buy
65,035
+3,680
+6% +$230K 0.83% 20
2026
Q2 		$3.73M Buy
61,355
+3,298
+6% +$197K 0.81% 18
2026
Q1 		$3.28M Buy
58,057
+3,589
+7% +$208K 0.74% 17
2025
Q4 		$3.09M Sell
54,468
-156
-0.3% -$8.76K 0.81% 19
2025
Q3 		$3.02M Buy
54,624
+3,305
+6% +$178K 0.84% 17
2025
Q2 		$2.69M Buy
51,319
+3,378
+7% +$169K 0.75% 19
2025
Q1 		$2.45M Buy
47,941
+3,619
+8% +$188K 0.75% 17
2024
Q4 		$2.27M Buy
44,322
+5,338
+14% +$284K 0.68% 25
2024
Q3 		$2.06M Buy
38,984
+658
+2% +$33.5K 0.65% 27
2024
Q2 		$1.87M Sell
38,326
-398
-1% -$19.5K 0.6% 26
2024
Q1 		$1.94M Buy
38,724
+4,785
+14% +$228K 0.66% 27
2023
Q4 		$1.58M Buy
33,939
+3,902
+13% +$168K 0.62% 28
2023
Q3 		$1.24M Sell
30,037
-20,490
-41% -$887K 0.73% 21
2023
Q2 		$2.18M Buy
50,527
+2,556
+5% +$106K 1.09% 11
2023
Q1 		$1.95M Buy
47,971
+2,089
+5% +$84.6K 1.14% 11
2022
Q4 		$1.78M Buy
45,882
+618
+1% +$23.7K 0.98% 13
2022
Q3 		$1.56M Buy
45,264
+3,059
+7% +$116K 1.14% 12
2022
Q2 		$1.55M Buy
42,205
+6,548
+18% +$259K 1.03% 14
2022
Q1 		$1.49M Buy
35,657
+2,612
+8% +$108K 1.3% 13
2021
Q4 		$1.39M Buy
33,045
+2,777
+9% +$113K 0.88% 22
2021
Q3 		$1.18M Buy
30,268
+4,518
+18% +$180K 1.13% 14
2021
Q2 		$1.02M Buy
25,750
+1,029
+4% +$40.7K 0.95% 17
2021
Q1 		$937K Buy
24,721
+3,167
+15% +$115K 1.02% 14
2020
Q4 		$741K Buy
+21,554
New +$700K 0.93% 18

Other funds holding SPYV

Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
1WAL
15 Wealth Advisors LLC Mundelein, Illinois $399M AUM
FF
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

Opal Wealth Advisors's SPYV Position: Q3 2026 in Review

Opal Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6% in Q3 2026, buying an estimated $230K and bringing the position to 65,035 shares worth $3.98M. The position accounts for 0.83% of the portfolio, ranked #20.

Opal Wealth Advisors first reported a position in SPYV in Q4 2020 and has held it in 24 quarters since. 255 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Opal Wealth Advisors held 65,035 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.98M as of Q3 2026.
  • Opal Wealth Advisors bought 3,680 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $230K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.83% of Opal Wealth Advisors's portfolio in Q3 2026, its #20 holding.
  • Opal Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2020 and has held it in 24 quarters since.
  • 255 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

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