Tucker Asset Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Tucker Asset Management’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	$253K	Sell	4,136 -700	-14%	-$43.8K	0.06%	154
2026 Q2	$294K	Buy	4,836 +913	+23%	+$54.6K	0.07%	128
2026 Q1	$222K	Hold	3,923	–	–	0.07%	130
2025 Q4	$223K	Hold	3,923	–	–	0.06%	99
2025 Q3	$217K	Hold	3,923	–	–	0.07%	109
2025 Q2	$205K	Hold	3,923	–	–	0.07%	107
2025 Q1	$200K	Hold	3,923	–	–	0.06%	100
2024 Q4	$201K	Hold	3,923	–	–	0.02%	141
2024 Q3	$207K	Hold	3,923	–	–	0.05%	139
2024 Q2	$191K	Buy	3,923 +577	+17%	+$28.2K	0.04%	169
2024 Q1	$168K	Buy	+3,346	New	+$160K	0.04%	190
2023 Q4	–	Sell	-66	Closed	-$2.72K	–	1541
2023 Q3	$2.72K	Sell	66 -13	-16%	-$563	﹤0.01%	971
2023 Q2	$3.41K	Hold	79	–	–	﹤0.01%	755
2023 Q1	$3.22K	Hold	79	–	–	﹤0.01%	801
2022 Q4	$3.08K	Sell	79 -244	-76%	-$9.35K	﹤0.01%	505
2022 Q3	$12.4K	Buy	+323	New	+$12.3K	﹤0.01%	294

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

Tucker Asset Management's SPYV Position: Q3 2026 in Review

Tucker Asset Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 14% in Q3 2026, selling an estimated $43.8K and leaving 4,136 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #154.

Tucker Asset Management first reported a position in SPYV in Q3 2022 and has held it in 16 quarters since. The position peaked at $294K in Q2 2026. 807 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Tucker Asset Management held 4,136 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $253K as of Q3 2026.
Tucker Asset Management sold 700 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $43.8K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.06% of Tucker Asset Management's portfolio in Q3 2026, its #154 holding.
Tucker Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2022 and has held it in 16 quarters since.
Tucker Asset Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $294K in Q2 2026.
807 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Tucker Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.