Savvy Advisors Inc
SPYV icon

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

Savvy Advisors Inc’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 		$9.9M Buy
162,423
+3,834
+2% +$240K 0.16% 107
2026
Q2 		$9.6M Buy
158,589
+20,073
+14% +$1.2M 0.2% 90
2026
Q1 		$7.84M Buy
138,516
+3,431
+3% +$199K 0.21% 85
2025
Q4 		$7.67M Buy
135,085
+113,103
+515% +$6.35M 0.25% 72
2025
Q3 		$1.22M Buy
21,982
+2,850
+15% +$153K 0.06% 233
2025
Q2 		$1M Buy
19,132
+867
+5% +$43.3K 0.07% 218
2025
Q1 		$933K Buy
18,265
+3,373
+23% +$175K 0.09% 177
2024
Q4 		$762K Buy
14,892
+2,424
+19% +$129K 0.09% 183
2024
Q3 		$659K Buy
12,468
+452
+4% +$23K 0.13% 155
2024
Q2 		$586K Buy
12,016
+6,252
+108% +$306K 0.19% 123
2024
Q1 		$289K Buy
+5,764
New +$275K 0.17% 163

Other funds holding SPYV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

Savvy Advisors Inc's SPYV Position: Q3 2026 in Review

Savvy Advisors Inc increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.4% in Q3 2026, buying an estimated $240K and bringing the position to 162,423 shares worth $9.9M. The position accounts for 0.16% of the portfolio, ranked #107.

Savvy Advisors Inc first reported a position in SPYV in Q1 2024 and has held it in 11 quarters since. 1,095 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Savvy Advisors Inc held 162,423 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $9.9M as of Q3 2026.
  • Savvy Advisors Inc bought 3,834 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $240K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.16% of Savvy Advisors Inc's portfolio in Q3 2026, its #107 holding.
  • Savvy Advisors Inc first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 11 quarters since.
  • 1,095 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Savvy Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.