Third View Private Wealth’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Third View Private Wealth’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	$1.7M	Sell	27,850 -1,550	-5%	-$97K	0.2%	98
2026 Q2	$1.79M	Buy	29,400 +4,271	+17%	+$256K	0.22%	95
2026 Q1	$1.42M	Sell	25,129 -3,282	-12%	-$190K	0.19%	101
2025 Q4	$1.61M	Buy	+28,411	New	+$1.6M	0.22%	96

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

Third View Private Wealth's SPYV Position: Q3 2026 in Review

Third View Private Wealth reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5.3% in Q3 2026, selling an estimated $97K and leaving 27,850 shares worth $1.7M. The position accounts for 0.2% of the portfolio, ranked #98.

Third View Private Wealth first reported a position in SPYV in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.79M in Q2 2026. 771 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Third View Private Wealth held 27,850 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.7M as of Q3 2026.
Third View Private Wealth sold 1,550 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $97K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.2% of Third View Private Wealth's portfolio in Q3 2026, its #98 holding.
Third View Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 4 quarters since.
Third View Private Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.79M in Q2 2026.
771 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.