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

Sterling Group Wealth Management’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	$4.94M	Sell	80,844 -7,248	-8%	-$453K	1.92%	11
2026 Q2	$5.36M	Sell	88,092 -9,330	-10%	-$558K	2.2%	10
2026 Q1	$5.51M	Sell	97,422 -2,569	-3%	-$149K	2.61%	9
2025 Q4	$5.68M	Sell	99,991 -598	-0.6%	-$33.6K	2.75%	8
2025 Q3	$5.57M	Sell	100,589 -7,970	-7%	-$429K	2.76%	9
2025 Q2	$5.68M	Sell	108,559 -79,278	-42%	-$3.96M	3.14%	7
2025 Q1	$9.6M	Buy	187,837 +2,454	+1%	+$127K	5.14%	5
2024 Q4	$9.48M	Buy	185,383 +4,480	+2%	+$238K	4.92%	6
2024 Q3	$9.6M	Sell	180,903 -124,561	-41%	-$6.34M	5.07%	6
2024 Q2	$14.9M	Buy	+305,464	New	+$14.9M	8.55%	3

Other funds holding SPYV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

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

Sterling Group Wealth Management's SPYV Position: Q3 2026 in Review

Sterling Group Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 8.2% in Q3 2026, selling an estimated $453K and leaving 80,844 shares worth $4.94M. The position accounts for 1.92% of the portfolio, ranked #11.

Sterling Group Wealth Management first reported a position in SPYV in Q2 2024 and has held it in 10 quarters since. The position peaked at $14.9M in Q2 2024. 771 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Sterling Group Wealth Management held 80,844 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $4.94M as of Q3 2026.
Sterling Group Wealth Management sold 7,248 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $453K.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.92% of Sterling Group Wealth Management's portfolio in Q3 2026, its #11 holding.
Sterling Group Wealth Management 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.
Sterling Group Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $14.9M in Q2 2024.
771 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Sterling Group Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.