VWA
SPYV icon

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

Visionary 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 		$4.18M Buy
73,821
+6,363
+9% +$369K 0.18% 132
2025
Q4 		$3.83M Buy
67,458
+7
+0% +$393 0.17% 132
2025
Q3 		$3.73M Sell
67,451
-349,326
-84% -$18.8M 0.17% 130
2025
Q2 		$21.8M Buy
416,777
+17,762
+4% +$888K 1.11% 16
2025
Q1 		$20.4M Buy
399,015
+21,533
+6% +$1.12M 1.22% 13
2024
Q4 		$19.3M Buy
377,482
+327,757
+659% +$17.4M 1.13% 15
2024
Q3 		$2.63M Sell
49,725
-3,793
-7% -$193K 0.16% 144
2024
Q2 		$2.61M Buy
53,518
+2,866
+6% +$140K 0.17% 139
2024
Q1 		$2.54M Buy
50,652
+7,890
+18% +$376K 0.17% 144
2023
Q4 		$1.99M Buy
42,762
+19,786
+86% +$853K 0.15% 156
2023
Q3 		$948K Sell
22,976
-392
-2% -$17K 0.08% 216
2023
Q2 		$1.01M Sell
23,368
-1,026
-4% -$42.4K 0.08% 204
2023
Q1 		$993K Sell
24,394
-2,360
-9% -$95.6K 0.08% 191
2022
Q4 		$1.04M Sell
26,754
-23,477
-47% -$899K 0.1% 170
2022
Q3 		$1.73M Buy
50,231
+1,186
+2% +$45K 0.18% 121
2022
Q2 		$1.81M Buy
49,045
+5,075
+12% +$201K 0.16% 123
2022
Q1 		$1.84M Sell
43,970
-10,128
-19% -$418K 0.15% 133
2021
Q4 		$2.27M Buy
54,098
+721
+1% +$29.4K 0.19% 112
2021
Q3 		$2.08M Sell
53,377
-252
-0.5% -$10.1K 0.21% 99
2021
Q2 		$2.12M Buy
53,629
+9,624
+22% +$381K 0.21% 102
2021
Q1 		$1.67M Sell
44,005
-9,169
-17% -$332K 0.18% 120
2020
Q4 		$1.83M Buy
53,174
+6,751
+15% +$219K 0.21% 102
2020
Q3 		$1.4M Buy
46,423
+18,171
+64% +$552K 0.2% 103
2020
Q2 		$819K Buy
28,252
+4,217
+18% +$120K 0.12% 124
2020
Q1 		$621K Buy
+24,035
New +$768K 0.12% 115

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Visionary Wealth Advisors's SPYV Position: Q1 2026 in Review

Visionary Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 9.4% in Q1 2026, buying an estimated $369K and bringing the position to 73,821 shares worth $4.18M. The position accounts for 0.18% of the portfolio, ranked #132.

Visionary Wealth Advisors first reported a position in SPYV in Q1 2020 and has held it in 25 quarters since. The position peaked at $21.8M in Q2 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Visionary Wealth Advisors held 73,821 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $4.18M as of Q1 2026.
  • Visionary Wealth Advisors bought 6,363 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $369K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.18% of Visionary Wealth Advisors's portfolio in Q1 2026, its #132 holding.
  • Visionary Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2020 and has held it in 25 quarters since.
  • Visionary Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $21.8M in Q2 2025.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.