Redwood Financial Network
SPYV icon

Redwood Financial Network’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Redwood Financial Network’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 		$1.49M Sell
24,449
-2,120
-8% -$133K 0.81% 30
2026
Q2 		$1.62M Sell
26,569
-1,273
-5% -$76.2K 0.9% 32
2026
Q1 		$1.58M Sell
27,842
-806
-3% -$46.8K 1.03% 27
2025
Q4 		$1.63M Sell
28,648
-953
-3% -$53.5K 1.04% 24
2025
Q3 		$1.64M Buy
29,601
+1,148
+4% +$61.8K 1.04% 25
2025
Q2 		$1.49M Buy
28,453
+993
+4% +$49.6K 1.01% 29
2025
Q1 		$1.4M Buy
27,460
+1,338
+5% +$69.4K 1.07% 26
2024
Q4 		$1.34M Buy
26,122
+130
+0.5% +$6.92K 1% 30
2024
Q3 		$1.37M Sell
25,992
-311
-1% -$15.8K 1.08% 26
2024
Q2 		$1.28M Buy
26,303
+314
+1% +$15.3K 1.08% 25
2024
Q1 		$1.3M Sell
25,989
-2,965
-10% -$141K 1.13% 22
2023
Q4 		$1.35M Buy
28,954
+145
+0.5% +$6.25K 1.31% 18
2023
Q3 		$1.19M Buy
28,809
+3,847
+15% +$167K 1.26% 19
2023
Q2 		$1.08M Buy
24,962
+3,310
+15% +$137K 1.01% 23
2023
Q1 		$882K Buy
21,652
+1,958
+10% +$79.3K 0.9% 30
2022
Q4 		$766K Buy
19,694
+2,122
+12% +$81.3K 0.87% 33
2022
Q3 		$606K Buy
17,572
+698
+4% +$26.5K 0.69% 51
2022
Q2 		$621K Buy
16,874
+1,778
+12% +$70.4K 0.68% 53
2022
Q1 		$630K Buy
+15,096
New +$623K 0.58% 61

Other funds holding SPYV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Redwood Financial Network's SPYV Position: Q3 2026 in Review

Redwood Financial Network reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 8% in Q3 2026, selling an estimated $133K and leaving 24,449 shares worth $1.49M. The position accounts for 0.81% of the portfolio, ranked #30.

Redwood Financial Network first reported a position in SPYV in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.64M in Q3 2025. 833 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Redwood Financial Network held 24,449 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.49M as of Q3 2026.
  • Redwood Financial Network sold 2,120 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $133K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.81% of Redwood Financial Network's portfolio in Q3 2026, its #30 holding.
  • Redwood Financial Network first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and has held it in 19 quarters since.
  • Redwood Financial Network's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.64M in Q3 2025.
  • 833 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Redwood Financial Network's 13F filing for Q3 2026, filed 3 Nov 2026.