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

Veracity Capital’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	$232K	Sell	3,799 -132	-3%	-$8.26K	0.06%	205
2026 Q2	$239K	Sell	3,931 -54	-1%	-$3.23K	0.06%	203
2026 Q1	$225K	Sell	3,985 -102	-2%	-$5.92K	0.08%	185
2025 Q4	$232K	Buy	4,087 +11	+0.3%	+$618	0.07%	226
2025 Q3	$226K	Hold	4,076	–	–	0.07%	227
2025 Q2	$213K	Hold	4,076	–	–	0.07%	228
2025 Q1	$208K	Sell	4,076 -128	-3%	-$6.64K	0.08%	221
2024 Q4	$215K	Hold	4,204	–	–	0.08%	211
2024 Q3	$222K	Hold	4,204	–	–	0.08%	194
2024 Q2	$205K	Buy	+4,204	New	+$205K	0.09%	189

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

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

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

PWM

Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Veracity Capital's SPYV Position: Q3 2026 in Review

Veracity Capital reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.4% in Q3 2026, selling an estimated $8.26K and leaving 3,799 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #205.

Veracity Capital first reported a position in SPYV in Q2 2024 and has held it in 10 quarters since. The position peaked at $239K in Q2 2026. 40 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Veracity Capital held 3,799 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $232K as of Q3 2026.
Veracity Capital sold 132 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $8.26K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.06% of Veracity Capital's portfolio in Q3 2026, its #205 holding.
Veracity Capital first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 10 quarters since.
Veracity Capital's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $239K in Q2 2026.
40 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Veracity Capital's 13F filing for Q3 2026, filed 8 Oct 2026.