Snider Financial Group
SPYV icon

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

Snider Financial 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
2026
Q3 		$304K Sell
4,979
-1,609
-24% -$101K 0.07% 88
2026
Q2 		$400K Sell
6,588
-1,265
-16% -$75.7K 0.1% 81
2026
Q1 		$444K Sell
7,853
-126,117
-94% -$7.32M 0.13% 72
2025
Q4 		$7.61M Buy
133,970
+4,730
+4% +$266K 2.03% 14
2025
Q3 		$7.15M Buy
129,240
+2,578
+2% +$139K 1.95% 15
2025
Q2 		$6.63M Buy
126,662
+5,647
+5% +$282K 1.91% 15
2025
Q1 		$6.18M Buy
121,015
+285
+0.2% +$14.8K 2.01% 14
2024
Q4 		$6.17M Buy
120,730
+6,379
+6% +$339K 1.91% 14
2024
Q3 		$6.04M Buy
114,351
+35,886
+46% +$1.83M 2.21% 15
2024
Q2 		$3.82M Buy
+78,465
New +$3.84M 1.48% 22

Other funds holding SPYV

Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Snider Financial Group's SPYV Position: Q3 2026 in Review

Snider Financial Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 24% in Q3 2026, selling an estimated $101K and leaving 4,979 shares worth $304K. The position accounts for 0.07% of the portfolio, ranked #88.

Snider Financial Group first reported a position in SPYV in Q2 2024 and has held it in 10 quarters since. The position peaked at $7.61M in Q4 2025. 394 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Snider Financial Group held 4,979 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $304K as of Q3 2026.
  • Snider Financial Group sold 1,609 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $101K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.07% of Snider Financial Group's portfolio in Q3 2026, its #88 holding.
  • Snider Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 10 quarters since.
  • Snider Financial Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $7.61M in Q4 2025.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Snider Financial Group's 13F filing for Q3 2026, filed 16 Oct 2026.