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

Rockline Wealth Management’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 		– Sell
-3,647
Closed -$202K – 111
2025
Q3 		$202K Sell
3,647
-288
-7% -$15.5K 0.04% 101
2025
Q2 		$206K Buy
+3,935
New +$197K 0.05% 96

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

Rockline Wealth Management's SPYV Position: Q4 2025 in Review

Rockline Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2025, closing a stake of 3,647 shares — an estimated $202K sold.

Rockline Wealth Management first reported a position in SPYV in Q2 2025 and held it in 2 quarters. The position peaked at $206K in Q2 2025. 1,157 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

  • Rockline Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Rockline Wealth Management sold 3,647 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $202K.
  • Rockline Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and held it in 2 quarters.
  • Rockline Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $206K in Q2 2025.
  • 1,157 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on Rockline Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.