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

Root Financial Partners’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	$1.07M	Sell	17,529 -2,640	-13%	-$165K	0.04%	125
2026 Q2	$1.23M	Sell	20,169 -144	-0.7%	-$8.62K	0.05%	107
2026 Q1	$1.15M	Buy	20,313 +154	+0.8%	+$8.93K	0.05%	93
2025 Q4	$1.15M	Sell	20,159 -384	-2%	-$21.6K	0.06%	87
2025 Q3	$1.14M	Buy	20,543 +1,200	+6%	+$64.6K	0.07%	80
2025 Q2	$1.01M	Sell	19,343 -2,627	-12%	-$131K	0.1%	74
2025 Q1	$1.12M	Buy	21,970 +1,857	+9%	+$96.3K	0.12%	63
2024 Q4	$1.03M	Buy	20,113 +6,467	+47%	+$344K	0.13%	58
2024 Q3	$721K	Buy	+13,646	New	+$694K	0.12%	67

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

Root Financial Partners's SPYV Position: Q3 2026 in Review

Root Financial Partners reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 13% in Q3 2026, selling an estimated $165K and leaving 17,529 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #125.

Root Financial Partners first reported a position in SPYV in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.23M in Q2 2026. 522 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Root Financial Partners held 17,529 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.07M as of Q3 2026.
Root Financial Partners sold 2,640 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $165K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of Root Financial Partners's portfolio in Q3 2026, its #125 holding.
Root Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and has held it in 9 quarters since.
Root Financial Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.23M in Q2 2026.
522 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.