Summit Wealth Group (Colorado)’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Summit Wealth Group (Colorado)’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	$423K	Sell	6,916 -189	-3%	-$11.8K	0.03%	292
2026 Q2	$432K	Buy	7,105 +301	+4%	+$18K	0.04%	237
2026 Q1	$385K	Hold	6,804	–	–	0.04%	215
2025 Q4	$387K	Buy	+6,804	New	+$382K	0.05%	179
2025 Q3	–	Sell	-5,285	Closed	-$277K	–	614
2025 Q2	$277K	Buy	+5,285	New	+$264K	0.07%	191

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

Summit Wealth Group (Colorado)'s SPYV Position: Q3 2026 in Review

Summit Wealth Group (Colorado) reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.7% in Q3 2026, selling an estimated $11.8K and leaving 6,916 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #292.

Summit Wealth Group (Colorado) first reported a position in SPYV in Q2 2025 and has held it in 5 quarters since. The position peaked at $432K in Q2 2026. 829 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Summit Wealth Group (Colorado) held 6,916 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $423K as of Q3 2026.
Summit Wealth Group (Colorado) sold 189 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $11.8K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #292 holding.
Summit Wealth Group (Colorado) first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
Summit Wealth Group (Colorado)'s State Street SPDR Portfolio S&P 500 Value ETF position peaked at $432K in Q2 2026.
829 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.