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SPYV icon

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

PUREfi Wealth’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 		$377K Sell
6,166
-419
-6% -$26.2K 0.18% 139
2026
Q2 		$400K Buy
6,585
+1
+0% +$60 0.22% 127
2026
Q1 		$373K Sell
6,584
-707
-10% -$41K 0.24% 112
2025
Q4 		$414K Buy
7,291
+2,936
+67% +$165K 0.32% 86
2025
Q3 		$241K Sell
4,355
-34
-0.8% -$1.83K 0.19% 144
2025
Q2 		$230K Buy
+4,389
New +$219K 0.18% 145

Other funds holding SPYV

Connecticut Wealth Management
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
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Confluence Investment Management
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
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
1WAL
15 Wealth Advisors LLC Mundelein, Illinois $399M AUM

PUREfi Wealth's SPYV Position: Q3 2026 in Review

PUREfi Wealth reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.4% in Q3 2026, selling an estimated $26.2K and leaving 6,166 shares worth $377K. The position accounts for 0.18% of the portfolio, ranked #139.

PUREfi Wealth first reported a position in SPYV in Q2 2025 and has held it in 6 quarters since. The position peaked at $414K in Q4 2025. 284 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • PUREfi Wealth held 6,166 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $377K as of Q3 2026.
  • PUREfi Wealth sold 419 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $26.2K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.18% of PUREfi Wealth's portfolio in Q3 2026, its #139 holding.
  • PUREfi Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 6 quarters since.
  • PUREfi Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $414K in Q4 2025.
  • 284 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

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