Team Financial Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Team Financial Group’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	$17.3K	Buy	+283	New	+$17.7K	0.01%	186
2026 Q2	–	Sell	-281	Closed	-$15.9K	–	222
2026 Q1	$15.9K	Buy	281 +1	+0.4%	+$58	0.01%	175
2025 Q4	$15.9K	Buy	280 +2	+0.7%	+$112	0.01%	163
2025 Q3	$15.4K	Buy	278 +1	+0.4%	+$54	0.01%	158
2025 Q2	$14.5K	Buy	+277	New	+$13.8K	0.01%	152
2024 Q1	–	Sell	-643	Closed	-$30K	–	186
2023 Q4	$30K	Buy	643 +579	+905%	+$25K	0.02%	85
2023 Q3	$26.4K	Buy	+64	New	+$2.77K	0.02%	85

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

Team Financial Group's SPYV Position: Q3 2026 in Review

Team Financial Group opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2026: 283 shares worth $17.3K. The stake represents 0.01% of the portfolio and ranks #186 among its holdings. This is a return to the name: Team Financial Group previously reported a position in SPYV as recently as Q1 2026.

Team Financial Group first reported a position in SPYV in Q3 2023 and has held it in 7 quarters since. The position peaked at $30K in Q4 2023. 771 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Team Financial Group held 283 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $17.3K as of Q3 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new Team Financial Group position in Q3 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Team Financial Group's portfolio in Q3 2026, its #186 holding.
Team Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2023 and has held it in 7 quarters since.
Team Financial Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $30K in Q4 2023.
771 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.