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

Toth Financial Advisory’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
2025 Q1	–	Sell	-27	Closed	-$1.37K	–	761
2024 Q4	$1.37K	Hold	27	–	–	﹤0.01%	629
2024 Q3	$1.42K	Hold	27	–	–	﹤0.01%	641
2024 Q2	$1.31K	Sell	27 -13	-33%	-$635	﹤0.01%	668
2024 Q1	$2K	Sell	40 -16	-29%	-$763	﹤0.01%	610
2023 Q4	$2.6K	Hold	56	–	–	﹤0.01%	594
2023 Q3	$2.29K	Buy	56 +1	+2%	+$43	﹤0.01%	617
2023 Q2	$2.39K	Hold	55	–	–	﹤0.01%	620
2023 Q1	$2.24K	Buy	+55	New	+$2.23K	﹤0.01%	640

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Toth Financial Advisory's SPYV Position: Q1 2025 in Review

Toth Financial Advisory sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2025, closing a stake of 27 shares — an estimated $1.37K sold.

Toth Financial Advisory first reported a position in SPYV in Q1 2023 and held it in 8 quarters. The position peaked at $2.6K in Q4 2023. 1,015 funds tracked by Wall St. Rank hold SPYV as of Q1 2025.

Toth Financial Advisory reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
Toth Financial Advisory sold 27 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2025, an estimated $1.37K.
Toth Financial Advisory first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and held it in 8 quarters.
Toth Financial Advisory's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.6K in Q4 2023.
1,015 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2025.

Based on Toth Financial Advisory's 13F filing for Q1 2025, filed 14 Apr 2025.