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

Valeo Financial Advisors’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	$200K	Sell	3,277 -64	-2%	-$4K	﹤0.01%	787
2026 Q2	$203K	Buy	+3,341	New	+$200K	﹤0.01%	761
2021 Q2	–	Sell	-538	Closed	-$20K	–	1644
2021 Q1	$20K	Sell	538 -848	-61%	-$30.7K	﹤0.01%	1160
2020 Q4	$48K	Buy	+1,386	New	+$45K	﹤0.01%	795
2020 Q3	–	Sell	-992	Closed	-$29K	–	2085
2020 Q2	$29K	Hold	992	–	–	﹤0.01%	932
2020 Q1	$27K	Buy	+992	New	+$31.7K	﹤0.01%	798
2019 Q4	–	Sell	-10	Closed	-$334	–	1712
2019 Q3	$0	Sell	10 -111	-92%	-$3.49K	﹤0.01%	1663
2019 Q2	$4K	Hold	121	–	–	﹤0.01%	1289
2019 Q1	$4K	Buy	+121	New	+$3.57K	﹤0.01%	1253

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Quotient Wealth Partners Dallas, Texas $4.32B AUM 11.46% 1-Year Est. Return

Valeo Financial Advisors's SPYV Position: Q3 2026 in Review

Valeo Financial Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.9% in Q3 2026, selling an estimated $4K and leaving 3,277 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Valeo Financial Advisors first reported a position in SPYV in Q1 2019 and has held it in 9 quarters since. The position peaked at $203K in Q2 2026. 1,046 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Valeo Financial Advisors held 3,277 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $200K as of Q3 2026.
Valeo Financial Advisors sold 64 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $4K.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #787 holding.
Valeo Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2019 and has held it in 9 quarters since.
Valeo Financial Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $203K in Q2 2026.
1,046 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.