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

River Street 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
2026 Q3	$2.42M	Buy	39,563 +144	+0.4%	+$9.01K	0.75%	36
2026 Q2	$2.4M	Buy	39,419 +5,435	+16%	+$325K	0.71%	36
2026 Q1	$1.92M	Buy	33,984 +365	+1%	+$21.2K	0.65%	39
2025 Q4	$1.91M	Buy	33,619 +822	+3%	+$46.2K	0.72%	35
2025 Q3	$1.81M	Buy	32,797 +222	+0.7%	+$12K	0.7%	38
2025 Q2	$1.7M	Sell	32,575 -49	-0.2%	-$2.45K	0.73%	34
2025 Q1	$1.67M	Buy	32,624 +310	+1%	+$16.1K	0.83%	33
2024 Q4	$1.65M	Buy	32,314 +120	+0.4%	+$6.38K	0.85%	31
2024 Q3	$1.7M	Buy	32,194 +1,379	+4%	+$70.2K	0.92%	31
2024 Q2	$1.5M	Buy	30,815 +302	+1%	+$14.8K	0.92%	32
2024 Q1	$1.53M	Buy	30,513 +455	+2%	+$21.7K	1.03%	30
2023 Q4	$1.4M	Sell	30,058 -1,219	-4%	-$52.6K	1.12%	26
2023 Q3	$1.29M	Sell	31,277 -2,202	-7%	-$95.4K	1.22%	21
2023 Q2	$1.45M	Buy	33,479 +459	+1%	+$19K	1.38%	16
2023 Q1	$1.34M	Buy	33,020 +1	+0%	+$41	1.32%	19
2022 Q4	$1.28M	Buy	+33,019	New	+$1.26M	1.38%	17

Other funds holding SPYV

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

River Street Advisors's SPYV Position: Q3 2026 in Review

River Street Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.37% in Q3 2026, buying an estimated $9.01K and bringing the position to 39,563 shares worth $2.42M. The position accounts for 0.75% of the portfolio, ranked #36.

River Street Advisors first reported a position in SPYV in Q4 2022 and has held it in 16 quarters since. 545 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

River Street Advisors held 39,563 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.42M as of Q3 2026.
River Street Advisors bought 144 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $9.01K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.75% of River Street Advisors's portfolio in Q3 2026, its #36 holding.
River Street Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 16 quarters since.
545 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on River Street Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.