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

Venture Visionary 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
2026 Q3	$309K	Sell	5,056 -321	-6%	-$20.1K	0.01%	567
2026 Q2	$327K	Buy	5,377 +286	+6%	+$17.1K	0.01%	552
2026 Q1	$288K	Sell	5,091 -2,067	-29%	-$120K	0.01%	524
2025 Q4	$407K	Sell	7,158 -240	-3%	-$13.5K	0.01%	469
2025 Q3	$409K	Sell	7,398 -128,504	-95%	-$6.92M	0.01%	460
2025 Q2	$7.11M	Buy	135,902 +5,610	+4%	+$280K	0.27%	96
2025 Q1	$6.65M	Buy	130,292 +126,221	+3,100%	+$6.55M	0.28%	97
2024 Q4	$208K	Sell	4,071 -659	-14%	-$35.1K	0.01%	513
2024 Q3	$250K	Sell	4,730 -96	-2%	-$4.89K	0.01%	486
2024 Q2	$235K	Sell	4,826 -47	-1%	-$2.3K	0.01%	500
2024 Q1	$244K	Buy	4,873 +3	+0.1%	+$143	0.01%	489
2023 Q4	$227K	Buy	4,870 +3	+0.1%	+$129	0.01%	471
2023 Q3	$201K	Sell	4,867 -58	-1%	-$2.51K	0.01%	469
2023 Q2	$213K	Sell	4,925 -345	-7%	-$14.2K	0.01%	475
2023 Q1	$215K	Hold	5,270	–	–	0.01%	460
2022 Q4	$205K	Buy	+5,270	New	+$202K	0.01%	448
2022 Q3	–	Sell	-1,593	Closed	-$58.7K	–	1397
2022 Q2	$58.7K	Buy	+1,593	New	+$63.1K	﹤0.01%	753

Other funds holding SPYV

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Venture Visionary Partners's SPYV Position: Q3 2026 in Review

Venture Visionary Partners reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6% in Q3 2026, selling an estimated $20.1K and leaving 5,056 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #567.

Venture Visionary Partners first reported a position in SPYV in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.11M in Q2 2025. 43 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Venture Visionary Partners held 5,056 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $309K as of Q3 2026.
Venture Visionary Partners sold 321 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $20.1K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #567 holding.
Venture Visionary Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and has held it in 17 quarters since.
Venture Visionary Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $7.11M in Q2 2025.
43 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.