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

RHS Financial’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	$2.08M	Buy	34,000 +1,085	+3%	+$67.9K	0.7%	37
2026 Q2	$2M	Buy	32,915 +6,892	+26%	+$412K	0.81%	31
2026 Q1	$1.47M	Buy	26,023 +8,653	+50%	+$502K	0.7%	36
2025 Q4	$987K	Buy	17,370 +2,620	+18%	+$147K	0.48%	53
2025 Q3	$816K	Buy	14,750 +5,683	+63%	+$306K	0.42%	54
2025 Q2	$475K	Buy	+9,067	New	+$453K	0.27%	65

Other funds holding SPYV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

RHS Financial's SPYV Position: Q3 2026 in Review

RHS Financial increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.3% in Q3 2026, buying an estimated $67.9K and bringing the position to 34,000 shares worth $2.08M. The position accounts for 0.7% of the portfolio, ranked #37.

RHS Financial first reported a position in SPYV in Q2 2025 and has held it in 6 quarters since. 888 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

RHS Financial held 34,000 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.08M as of Q3 2026.
RHS Financial bought 1,085 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $67.9K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.7% of RHS Financial's portfolio in Q3 2026, its #37 holding.
RHS Financial 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.
888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on RHS Financial's 13F filing for Q3 2026, filed 13 Oct 2026.