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

Paladin Advisory 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
2023 Q1	–	Sell	-61	Closed	-$2.37K	–	467
2022 Q4	$2.37K	Hold	61	–	–	﹤0.01%	257
2022 Q3	$2K	Hold	61	–	–	﹤0.01%	265
2022 Q2	$2K	Buy	+61	New	+$2.42K	﹤0.01%	268
2022 Q1	–	Sell	-61	Closed	-$2K	–	483
2021 Q4	$2K	Buy	+61	New	+$2.49K	﹤0.01%	272

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Paladin Advisory Group's SPYV Position: Q4 2025 in Review

Paladin Advisory Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2025, closing a stake of 61 shares — an estimated $3.38K sold.

Paladin Advisory Group first reported a position in SPYV in Q1 2022 and held it in 12 quarters. The position peaked at $13.4K in Q3 2024. 1,154 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

Paladin Advisory Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
Paladin Advisory Group sold 61 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $3.38K.
Paladin Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and held it in 12 quarters.
Paladin Advisory Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $13.4K in Q3 2024.
1,154 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on Paladin Advisory Group's 13F filing for Q4 2025, filed 21 Jan 2026.