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

Peterson 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
2025
Q1 		– Sell
-6,340
Closed -$325K – 95
2024
Q4 		$325K Sell
6,340
-6,289
-50% -$335K 0.06% 69
2024
Q3 		$668K Buy
12,629
+448
+4% +$22.8K 0.13% 42
2024
Q2 		$594K Buy
12,181
+71
+0.6% +$3.47K 0.12% 45
2024
Q1 		$607K Buy
12,110
+62
+0.5% +$2.96K 0.13% 42
2023
Q4 		$562K Sell
12,048
-3,309
-22% -$143K 0.13% 40
2023
Q3 		$634K Buy
15,357
+117
+0.8% +$5.07K 0.17% 35
2023
Q2 		$660K Buy
15,240
+74
+0.5% +$3.06K 0.17% 33
2023
Q1 		$618K Sell
15,166
-9,885
-39% -$401K 0.17% 37
2022
Q4 		$974K Buy
25,051
+746
+3% +$28.6K 0.29% 29
2022
Q3 		$838K Sell
24,305
-23,996
-50% -$910K 0.28% 27
2022
Q2 		$1.78M Hold
48,301
– – 0.59% 22
2022
Q1 		$2.02M Sell
48,301
-13,261
-22% -$547K 0.6% 21
2021
Q4 		$2.59M Sell
61,562
-6,674
-10% -$272K 0.75% 17
2021
Q3 		$2.66M Buy
68,236
+2,974
+5% +$119K 0.88% 16
2021
Q2 		$2.58M Buy
+65,262
New +$2.58M 0.92% 16

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peterson Wealth Advisors's SPYV Position: Q1 2025 in Review

Peterson Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2025, closing a stake of 6,340 shares — an estimated $325K sold.

Peterson Wealth Advisors first reported a position in SPYV in Q2 2021 and held it in 15 quarters. The position peaked at $2.66M in Q3 2021. 1,015 funds tracked by Wall St. Rank hold SPYV as of Q1 2025.

  • Peterson Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Peterson Wealth Advisors sold 6,340 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2025, an estimated $325K.
  • Peterson Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2021 and held it in 15 quarters.
  • Peterson Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.66M in Q3 2021.
  • 1,015 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2025.

Based on Peterson Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.