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

15 Wealth Advisors LLC’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 		$44.3M Buy
+725,083
New +$45.4M 11.11% 2

Other funds holding SPYV

CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

15 Wealth Advisors LLC's SPYV Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2026: 725,083 shares worth $44.3M. The stake represents 11.11% of the portfolio and ranks #2 among its holdings.

146 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • 15 Wealth Advisors LLC held 725,083 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $44.3M as of Q3 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 11.11% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #2 holding.
  • 146 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.