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

Private Wealth 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
2026 Q3	$14.8M	Buy	241,507 +20,091	+9%	+$1.26M	5.62%	4
2026 Q2	$13.5M	Buy	221,416 +15,842	+8%	+$948K	5.2%	4
2026 Q1	$11.6M	Buy	205,574 +7,059	+4%	+$409K	5.42%	4
2025 Q4	$11.3M	Buy	198,515 +9,005	+5%	+$506K	5.41%	4
2025 Q3	$10.5M	Buy	189,510 +11,292	+6%	+$608K	5.22%	4
2025 Q2	$9.33M	Buy	178,218 +15,611	+10%	+$780K	4.96%	4
2025 Q1	$8.3M	Sell	162,607 -108,046	-40%	-$5.6M	4.88%	4
2024 Q4	$13.8M	Buy	270,653 +7,751	+3%	+$412K	6.77%	3
2024 Q3	$13.9M	Sell	262,902 -4,836	-2%	-$246K	6.95%	3
2024 Q2	$13M	Buy	267,738 +468	+0.2%	+$22.9K	6.85%	3
2024 Q1	$13.4M	Buy	267,270 +5,544	+2%	+$264K	6.94%	3
2023 Q4	$12.2M	Buy	261,726 +13,429	+5%	+$579K	6.93%	3
2023 Q3	$10.2M	Buy	248,297 +99,269	+67%	+$4.3M	6.71%	3
2023 Q2	$6.44M	Buy	149,028 +33,363	+29%	+$1.38M	6.63%	3
2023 Q1	$4.71M	Buy	115,665 +210	+0.2%	+$8.51K	6.48%	5
2022 Q4	$4.49M	Buy	115,455 +587	+0.5%	+$22.5K	6.37%	4
2022 Q3	$3.96M	Buy	114,868 +8,596	+8%	+$326K	6.19%	5
2022 Q2	$3.91M	Sell	106,272 -588	-0.6%	-$23.3K	4.84%	4
2022 Q1	$4.46M	Buy	106,860 +14,889	+16%	+$614K	3.28%	8
2021 Q4	$3.86M	Buy	91,971 +4,842	+6%	+$198K	2.62%	10
2021 Q3	$3.4M	Buy	87,129 +4,537	+5%	+$181K	2.24%	11
2021 Q2	$3.27M	Buy	82,592 +26,060	+46%	+$1.03M	2.16%	11
2021 Q1	$2.14M	Buy	56,532 +36,983	+189%	+$1.34M	1.53%	13
2020 Q4	$672K	Buy	+19,549	New	+$635K	0.56%	23
2020 Q3	–	Sell	-9,050	Closed	-$262K	–	33
2020 Q2	$262K	Hold	9,050	–	–	0.22%	25
2020 Q1	$234K	Buy	+9,050	New	+$289K	0.28%	26

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

Private Wealth Group's SPYV Position: Q3 2026 in Review

Private Wealth Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 9.1% in Q3 2026, buying an estimated $1.26M and bringing the position to 241,507 shares worth $14.8M. The position accounts for 5.62% of the portfolio, ranked #4.

Private Wealth Group first reported a position in SPYV in Q1 2020 and has held it in 26 quarters since. 496 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Private Wealth Group held 241,507 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $14.8M as of Q3 2026.
Private Wealth Group bought 20,091 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $1.26M.
State Street SPDR Portfolio S&P 500 Value ETF made up 5.62% of Private Wealth Group's portfolio in Q3 2026, its #4 holding.
Private Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2020 and has held it in 26 quarters since.
496 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.