Spurstone Advisory Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Spurstone Advisory Services’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	$2.45K	Hold	40	–	–	0.03%	57
2026 Q2	$2.44K	Hold	40	–	–	0.03%	58
2026 Q1	$2.26K	Hold	40	–	–	0.04%	40
2025 Q4	$2.27K	Hold	40	–	–	0.04%	58
2025 Q3	$2.21K	Hold	40	–	–	0.03%	77
2025 Q2	$2.09K	Hold	40	–	–	0.03%	102
2025 Q1	$2.04K	Buy	+40	New	+$2.08K	0.04%	68

Other funds holding SPYV

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Spurstone Advisory Services's SPYV Position: Q3 2026 in Review

Spurstone Advisory Services held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q3 2026 at 40 shares worth $2.45K. The position accounts for 0.03% of the portfolio, ranked #57.

Spurstone Advisory Services first reported a position in SPYV in Q1 2025 and has held it in 7 quarters since. 639 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Spurstone Advisory Services held 40 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.45K as of Q3 2026.
Spurstone Advisory Services left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Spurstone Advisory Services's portfolio in Q3 2026, its #57 holding.
Spurstone Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2025 and has held it in 7 quarters since.
639 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Spurstone Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.