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

Towerpoint 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	$1.31M	Buy	21,389 +14	+0.1%	+$876	0.46%	42
2026 Q2	$1.3M	Buy	21,375 +88	+0.4%	+$5.27K	0.45%	41
2026 Q1	$1.2M	Sell	21,287 -100	-0.5%	-$5.8K	0.49%	40
2025 Q4	$1.22M	Buy	21,387 +109	+0.5%	+$6.12K	0.48%	39
2025 Q3	$1.18M	Sell	21,278 -28	-0.1%	-$1.51K	0.48%	39
2025 Q2	$1.12M	Sell	21,306 -670	-3%	-$33.5K	0.49%	36
2025 Q1	$1.12M	Sell	21,976 -143	-0.6%	-$7.42K	0.56%	34
2024 Q4	$1.13M	Buy	22,119 +78	+0.4%	+$4.15K	0.55%	32
2024 Q3	$1.17M	Buy	22,041 +437	+2%	+$22.2K	0.55%	32
2024 Q2	$1.05M	Sell	21,604 -465	-2%	-$22.7K	0.53%	34
2024 Q1	$1.11M	Sell	22,069 -19	-0.1%	-$906	0.56%	31
2023 Q4	$1.03M	Buy	22,088 +751	+4%	+$32.4K	0.56%	31
2023 Q3	$880K	Sell	21,337 -106	-0.5%	-$4.59K	0.52%	31
2023 Q2	$926K	Sell	21,443 -121	-0.6%	-$5K	0.52%	32
2023 Q1	$878K	Sell	21,564 -1,972	-8%	-$79.9K	0.5%	34
2022 Q4	$915K	Sell	23,536 -26,059	-53%	-$998K	0.53%	35
2022 Q3	$1.71M	Buy	49,595 +2,816	+6%	+$107K	1.03%	24
2022 Q2	$1.72M	Buy	+46,779	New	+$1.85M	1.03%	25
2019 Q4	–	Sell	-4,248	Closed	-$136K	–	80
2019 Q3	$136K	Buy	+4,248	New	+$134K	0.09%	51

Other funds holding SPYV

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

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Towerpoint Wealth's SPYV Position: Q3 2026 in Review

Towerpoint Wealth increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.07% in Q3 2026, buying an estimated $876 and bringing the position to 21,389 shares worth $1.31M. The position accounts for 0.46% of the portfolio, ranked #42.

Towerpoint Wealth first reported a position in SPYV in Q3 2019 and has held it in 19 quarters since. The position peaked at $1.72M in Q2 2022. 526 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Towerpoint Wealth held 21,389 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.31M as of Q3 2026.
Towerpoint Wealth bought 14 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $876.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.46% of Towerpoint Wealth's portfolio in Q3 2026, its #42 holding.
Towerpoint Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2019 and has held it in 19 quarters since.
Towerpoint Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.72M in Q2 2022.
526 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.