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

Vestia Personal Wealth 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 Q1	$640K	Buy	11,318 +54	+0.5%	+$3.13K	0.3%	45
2025 Q4	$654K	Sell	11,264 -38	-0.3%	-$2.13K	0.33%	44
2025 Q3	$625K	Buy	11,302 +36	+0.3%	+$1.94K	0.36%	38
2025 Q2	$590K	Sell	11,266 -63	-0.6%	-$3.15K	0.4%	39
2025 Q1	$579K	Sell	11,329 -798	-7%	-$41.4K	0.46%	36
2024 Q4	$620K	Buy	12,127 +45	+0.4%	+$2.39K	0.51%	36
2024 Q3	$639K	Sell	12,082 -205	-2%	-$10.4K	0.6%	33
2024 Q2	$599K	Buy	+12,287	New	+$601K	0.64%	32

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Vestia Personal Wealth Advisors's SPYV Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.48% in Q1 2026, buying an estimated $3.13K and bringing the position to 11,318 shares worth $640K. The position accounts for 0.3% of the portfolio, ranked #45.

Vestia Personal Wealth Advisors first reported a position in SPYV in Q2 2024 and has held it in 8 quarters since. The position peaked at $654K in Q4 2025. 1,176 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Vestia Personal Wealth Advisors held 11,318 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $640K as of Q1 2026.
Vestia Personal Wealth Advisors bought 54 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $3.13K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.3% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #45 holding.
Vestia Personal Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 8 quarters since.
Vestia Personal Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $654K in Q4 2025.
1,176 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.