RWA
SPYV icon

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

Redmont 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
2025
Q4 		$7.67K Hold
135
– – 0.01% 205
2025
Q3 		$7.47K Hold
135
– – 0.01% 218
2025
Q2 		$7.07K Hold
135
– – 0.01% 219
2025
Q1 		$6.89K Buy
+135
New +$7K 0.01% 121
2024
Q4 		– Sell
-135
Closed -$7.14K – 272
2024
Q3 		$7.14K Hold
135
– – 0.01% 211
2024
Q2 		$6.58K Buy
+135
New +$6.6K 0.01% 220

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

Redmont Wealth Advisors's SPYV Position: Q4 2025 in Review

Redmont Wealth Advisors held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q4 2025 at 135 shares worth $7.67K. The position accounts for 0.01% of the portfolio, ranked #205.

Redmont Wealth Advisors first reported a position in SPYV in Q2 2024 and has held it in 6 quarters since. 1,160 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

  • Redmont Wealth Advisors held 135 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $7.67K as of Q4 2025.
  • Redmont Wealth Advisors left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q4 2025.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #205 holding.
  • Redmont Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 6 quarters since.
  • 1,160 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.