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

Phoenix 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 		$5.43M Buy
95,945
+1,181
+1% +$68.5K 2.14% 11
2025
Q4 		$5.38M Buy
94,764
+956
+1% +$53.7K 2.07% 11
2025
Q3 		$5.19M Sell
93,808
-11,402
-11% -$614K 1.99% 11
2025
Q2 		$5.51M Sell
105,210
-12,894
-11% -$644K 2.31% 11
2025
Q1 		$6.03M Buy
118,104
+22,614
+24% +$1.17M 2.63% 11
2024
Q4 		$4.88M Buy
95,490
+11,963
+14% +$637K 2.12% 9
2024
Q3 		$4.42M Buy
83,527
+8,284
+11% +$422K 2.05% 9
2024
Q2 		$3.67M Buy
75,243
+10,054
+15% +$491K 1.84% 12
2024
Q1 		$3.27M Buy
65,189
+6,081
+10% +$290K 1.99% 17
2023
Q4 		$2.77M Buy
59,108
+21,967
+59% +$947K 1.93% 20
2023
Q3 		$1.53M Buy
37,141
+7,808
+27% +$338K 0.9% 31
2023
Q2 		$1.27M Buy
29,333
+4,453
+18% +$184K 0.74% 35
2023
Q1 		$1.01M Buy
24,880
+2,982
+14% +$121K 0.63% 33
2022
Q4 		$852K Buy
+21,898
New +$839K 0.51% 39

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

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

Phoenix Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.2% in Q1 2026, buying an estimated $68.5K and bringing the position to 95,945 shares worth $5.43M. The position accounts for 2.14% of the portfolio, ranked #11.

Phoenix Wealth Advisors first reported a position in SPYV in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.03M in Q1 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Phoenix Wealth Advisors held 95,945 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $5.43M as of Q1 2026.
  • Phoenix Wealth Advisors bought 1,181 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $68.5K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 2.14% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #11 holding.
  • Phoenix Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Phoenix Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $6.03M in Q1 2025.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.