Tactive Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Tactive Advisors’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	$226K	Hold	3,700	–	–	0.05%	240
2026 Q2	$225K	Sell	3,700 -900	-20%	-$53.9K	0.06%	245
2026 Q1	$260K	Hold	4,600	–	–	0.07%	216
2025 Q4	$261K	Hold	4,600	–	–	0.08%	203
2025 Q3	$255K	Sell	4,600 -400	-8%	-$21.5K	0.07%	214
2025 Q2	$262K	Buy	+5,000	New	+$250K	0.08%	186
2024 Q1	$251K	Buy	+5,000	New	+$238K	0.13%	112

Other funds holding SPYV

CWM

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

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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

1WAL

15 Wealth Advisors LLC Mundelein, Illinois $399M AUM

Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Tactive Advisors's SPYV Position: Q3 2026 in Review

Tactive Advisors held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q3 2026 at 3,700 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #240.

Tactive Advisors first reported a position in SPYV in Q1 2024 and has held it in 7 quarters since. The position peaked at $262K in Q2 2025. 150 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Tactive Advisors held 3,700 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $226K as of Q3 2026.
Tactive Advisors 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 0.05% of Tactive Advisors's portfolio in Q3 2026, its #240 holding.
Tactive Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 7 quarters since.
Tactive Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $262K in Q2 2025.
150 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.