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

SMART 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	$280K	Sell	4,944 -2,021	-29%	-$117K	0.08%	177
2025 Q4	$396K	Buy	6,965 +555	+9%	+$31.2K	0.12%	126
2025 Q3	$355K	Buy	6,410 +944	+17%	+$50.8K	0.13%	103
2025 Q2	$286K	Buy	5,466 +671	+14%	+$33.5K	0.09%	140
2025 Q1	$245K	Buy	4,795 +261	+6%	+$13.5K	0.09%	138
2024 Q4	$232K	Sell	4,534 -13	-0.3%	-$692	0.08%	133
2024 Q3	$240K	Sell	4,547 -984	-18%	-$50.1K	0.09%	122
2024 Q2	$270K	Buy	5,531 +1,216	+28%	+$59.4K	0.11%	104
2024 Q1	$216K	Buy	+4,315	New	+$206K	0.1%	108
2023 Q1	–	Sell	-5,914	Closed	-$230K	–	84
2022 Q4	$230K	Buy	+5,914	New	+$227K	0.17%	78

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

SMART Wealth's SPYV Position: Q1 2026 in Review

SMART Wealth reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 29% in Q1 2026, selling an estimated $117K and leaving 4,944 shares worth $280K. The position accounts for 0.08% of the portfolio, ranked #177.

SMART Wealth first reported a position in SPYV in Q4 2022 and has held it in 10 quarters since. The position peaked at $396K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

SMART Wealth held 4,944 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $280K as of Q1 2026.
SMART Wealth sold 2,021 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $117K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.08% of SMART Wealth's portfolio in Q1 2026, its #177 holding.
SMART Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 10 quarters since.
SMART Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $396K in Q4 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 SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.