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

Optivise Advisory Services’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	$1.4M	Sell	22,876 -436	-2%	-$27.3K	0.69%	35
2026 Q2	$1.42M	Buy	23,312 +816	+4%	+$48.8K	0.72%	36
2026 Q1	$1.27M	Buy	22,496 +279	+1%	+$16.2K	0.77%	31
2025 Q4	$1.26M	Sell	22,217 -140	-0.6%	-$7.86K	0.73%	40
2025 Q3	$1.24M	Sell	22,357 -757	-3%	-$40.8K	0.74%	39
2025 Q2	$1.21M	Sell	23,114 -693	-3%	-$34.6K	0.62%	43
2025 Q1	$1.22M	Sell	23,807 -3,891	-14%	-$202K	0.68%	36
2024 Q4	$1.42M	Sell	27,698 -3,001	-10%	-$160K	0.76%	34
2024 Q3	$1.62M	Sell	30,699 -1,016	-3%	-$51.7K	0.85%	30
2024 Q2	$1.55M	Buy	+31,715	New	+$1.55M	0.83%	31

Other funds holding SPYV

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Optivise Advisory Services's SPYV Position: Q3 2026 in Review

Optivise Advisory Services reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.9% in Q3 2026, selling an estimated $27.3K and leaving 22,876 shares worth $1.4M. The position accounts for 0.69% of the portfolio, ranked #35.

Optivise Advisory Services first reported a position in SPYV in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.62M in Q3 2024. 428 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Optivise Advisory Services held 22,876 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.4M as of Q3 2026.
Optivise Advisory Services sold 436 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $27.3K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.69% of Optivise Advisory Services's portfolio in Q3 2026, its #35 holding.
Optivise Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 10 quarters since.
Optivise Advisory Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.62M in Q3 2024.
428 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.