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

Spectrum Wealth Counsel’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 Q1	$4.09K	Hold	80	–	–	﹤0.01%	255
2024 Q4	$4.09K	Hold	80	–	–	﹤0.01%	262
2024 Q3	$4.23K	Hold	80	–	–	﹤0.01%	275
2024 Q2	$3.9K	Buy	+80	New	+$3.91K	﹤0.01%	324

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

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

DFG

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

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

Spectrum Wealth Counsel's SPYV Position: Q1 2025 in Review

Spectrum Wealth Counsel held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2025 at 80 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Spectrum Wealth Counsel first reported a position in SPYV in Q2 2024 and has held it in 4 quarters since. The position peaked at $4.23K in Q3 2024. 1,015 funds tracked by Wall St. Rank hold SPYV as of Q1 2025.

Spectrum Wealth Counsel held 80 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $4.09K as of Q1 2025.
Spectrum Wealth Counsel left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q1 2025.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #255 holding.
Spectrum Wealth Counsel first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 4 quarters since.
Spectrum Wealth Counsel's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.23K in Q3 2024.
1,015 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.