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SPYV icon

Tower Wealth Partners’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Tower Wealth Partners’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
Q4 		– Sell
-50,711
Closed -$2.81M – 93
2025
Q3 		$2.81M Buy
50,711
+3,459
+7% +$186K 1.54% 12
2025
Q2 		$2.47M Buy
47,252
+2,629
+6% +$131K 1.46% 11
2025
Q1 		$2.28M Buy
44,623
+351
+0.8% +$18.2K 1.22% 14
2024
Q4 		$2.26M Sell
44,272
-935
-2% -$49.8K 1.18% 15
2024
Q3 		$2.39M Buy
45,207
+623
+1% +$31.7K 1.39% 13
2024
Q2 		$2.17M Buy
44,584
+1,366
+3% +$66.8K 1.34% 13
2024
Q1 		$2.17M Buy
43,218
+1,778
+4% +$84.8K 1.41% 12
2023
Q4 		$1.93M Sell
41,440
-2,064
-5% -$89K 1.37% 13
2023
Q3 		$1.79M Buy
43,504
+121
+0.3% +$5.24K 1.48% 14
2023
Q2 		$1.87M Sell
43,383
-545
-1% -$22.5K 1.5% 13
2023
Q1 		$1.79M Sell
43,928
-145
-0.3% -$5.88K 1.49% 12
2022
Q4 		$1.71M Buy
44,073
+63
+0.1% +$2.41K 1.49% 12
2022
Q3 		$1.69M Sell
44,010
-388
-0.9% -$14.7K 1.61% 13
2022
Q2 		$1.64M Buy
44,398
+20,981
+90% +$831K 2.17% 9
2022
Q1 		$978K Sell
23,417
-155
-0.7% -$6.39K 1.06% 16
2021
Q4 		$990K Sell
23,572
-111
-0.5% -$4.53K 1% 16
2021
Q3 		$924K Buy
23,683
+134
+0.6% +$5.35K 0.97% 16
2021
Q2 		$931K Sell
23,549
-15
-0.1% -$593 1.02% 16
2021
Q1 		$893K Buy
+23,564
New +$852K 1.15% 16

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tower Wealth Partners's SPYV Position: Q4 2025 in Review

Tower Wealth Partners sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2025, closing a stake of 50,711 shares — an estimated $2.81M sold.

Tower Wealth Partners first reported a position in SPYV in Q1 2021 and held it in 19 quarters. The position peaked at $2.81M in Q3 2025. 1,154 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

  • Tower Wealth Partners reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Tower Wealth Partners sold 50,711 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $2.81M.
  • Tower Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2021 and held it in 19 quarters.
  • Tower Wealth Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.81M in Q3 2025.
  • 1,154 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on Tower Wealth Partners's 13F filing for Q4 2025, filed 16 Jan 2026.