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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
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

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Opal Wealth Advisors's SPYV Position: Q1 2026 in Review

Opal Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.6% in Q1 2026, buying an estimated $208K and bringing the position to 58,057 shares worth $3.28M. The position accounts for 0.74% of the portfolio, ranked #17.

Opal Wealth Advisors first reported a position in SPYV in Q4 2020 and has held it in 22 quarters since. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Opal Wealth Advisors held 58,057 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.28M as of Q1 2026.
  • Opal Wealth Advisors bought 3,589 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $208K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.74% of Opal Wealth Advisors's portfolio in Q1 2026, its #17 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 22 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 Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.