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

Signal Advisors Wealth’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 Q1	$749K	Sell	13,237 -3,411	-20%	-$198K	0.05%	295
2025 Q4	$946K	Buy	16,648 +4,000	+32%	+$225K	0.08%	203
2025 Q3	$700K	Sell	12,648 -268,882	-96%	-$14.5M	0.06%	217
2025 Q2	$14.7M	Sell	281,530 -196,995	-41%	-$9.84M	1.15%	17
2025 Q1	$24.4M	Buy	478,525 +282,612	+144%	+$14.7M	2.39%	5
2024 Q4	$10M	Buy	195,913 +158,023	+417%	+$8.41M	1.13%	15
2024 Q3	$2M	Buy	+37,890	New	+$1.93M	0.29%	88
2024 Q2	–	Sell	-6,498	Closed	-$326K	–	254
2024 Q1	$326K	Buy	+6,498	New	+$310K	0.08%	224

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Signal Advisors Wealth's SPYV Position: Q1 2026 in Review

Signal Advisors Wealth reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 20% in Q1 2026, selling an estimated $198K and leaving 13,237 shares worth $749K. The position accounts for 0.05% of the portfolio, ranked #295.

Signal Advisors Wealth first reported a position in SPYV in Q1 2024 and has held it in 8 quarters since. The position peaked at $24.4M in Q1 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Signal Advisors Wealth held 13,237 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $749K as of Q1 2026.
Signal Advisors Wealth sold 3,411 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $198K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.05% of Signal Advisors Wealth's portfolio in Q1 2026, its #295 holding.
Signal Advisors Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 8 quarters since.
Signal Advisors Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $24.4M in Q1 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.