SageView Advisory Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

SageView Advisory Group’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	$793K	Sell	13,954 -81	-0.6%	-$4.55K	0.03%	283
2025 Q3	$777K	Sell	14,035 -37	-0.3%	-$1.99K	0.03%	300
2025 Q2	$753K	Sell	14,072 -45	-0.3%	-$2.25K	0.03%	283
2025 Q1	$721K	Sell	14,117 -35	-0.2%	-$1.81K	0.03%	274
2024 Q4	$724K	Buy	14,152 +6,440	+84%	+$343K	0.03%	272
2024 Q3	$408K	Sell	7,712 -6,527	-46%	-$332K	0.02%	328
2024 Q2	$694K	Buy	+14,239	New	+$696K	0.03%	280
2024 Q1	–	Sell	-23,941	Closed	-$1.13M	–	777
2023 Q4	$1.13M	Buy	23,941 +6,359	+36%	+$274K	0.05%	234
2023 Q3	$725K	Buy	17,582 +607	+4%	+$26.3K	0.04%	261
2023 Q2	$733K	Buy	16,975 +10,252	+152%	+$423K	0.04%	276
2023 Q1	$274K	Sell	6,723 -23,552	-78%	-$954K	0.02%	401
2022 Q4	$1.18M	Buy	+30,275	New	+$1.16M	0.1%	137

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SageView Advisory Group's SPYV Position: Q4 2025 in Review

SageView Advisory Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.58% in Q4 2025, selling an estimated $4.55K and leaving 13,954 shares worth $793K. The position accounts for 0.03% of the portfolio, ranked #283.

SageView Advisory Group first reported a position in SPYV in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.18M in Q4 2022. 1,154 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

SageView Advisory Group held 13,954 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $793K as of Q4 2025.
SageView Advisory Group sold 81 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $4.55K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of SageView Advisory Group's portfolio in Q4 2025, its #283 holding.
SageView Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.18M in Q4 2022.
1,154 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.