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

Prosperity Capital 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
Q4 		– Sell
-3,830
Closed -$212K – 447
2025
Q3 		$212K Sell
3,830
-464
-11% -$25K 0.01% 397
2025
Q2 		$225K Sell
4,294
-1,264
-23% -$63.2K 0.01% 366
2025
Q1 		$284K Sell
5,558
-115
-2% -$5.96K 0.02% 305
2024
Q4 		$290K Sell
5,673
-3,540
-38% -$188K 0.02% 287
2024
Q3 		$487K Buy
9,213
+998
+12% +$50.8K 0.04% 224
2024
Q2 		$400K Buy
8,215
+2,602
+46% +$127K 0.04% 218
2024
Q1 		$281K Sell
5,613
-1,183
-17% -$56.4K 0.03% 273
2023
Q4 		$317K Sell
6,796
-654
-9% -$28.2K 0.03% 191
2023
Q3 		$307K Sell
7,450
-4,632
-38% -$201K 0.04% 181
2023
Q2 		$522K Sell
12,082
-922
-7% -$38.1K 0.07% 133
2023
Q1 		$530K Sell
13,004
-3,513
-21% -$142K 0.08% 113
2022
Q4 		$642K Buy
+16,517
New +$633K 0.2% 82

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prosperity Capital Advisors's SPYV Position: Q4 2025 in Review

Prosperity Capital Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2025, closing a stake of 3,830 shares — an estimated $212K sold.

Prosperity Capital Advisors first reported a position in SPYV in Q4 2022 and held it in 12 quarters. The position peaked at $642K in Q4 2022. 1,163 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

  • Prosperity Capital Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Prosperity Capital Advisors sold 3,830 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $212K.
  • Prosperity Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and held it in 12 quarters.
  • Prosperity Capital Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $642K in Q4 2022.
  • 1,163 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on Prosperity Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.