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

Walkner Condon 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
2025
Q3 		– Sell
-4,303
Closed -$225K – 309
2025
Q2 		$225K Sell
4,303
-13
-0.3% -$650 0.04% 255
2025
Q1 		$220K Buy
4,316
+201
+5% +$10.4K 0.04% 251
2024
Q4 		$210K Sell
4,115
-30
-0.7% -$1.6K 0.04% 264
2024
Q3 		$219K Sell
4,145
-53
-1% -$2.7K 0.04% 254
2024
Q2 		$205K Sell
4,198
-270
-6% -$13.2K 0.04% 247
2024
Q1 		$224K Sell
4,468
-127
-3% -$6.05K 0.05% 250
2023
Q4 		$214K Buy
+4,595
New +$198K 0.05% 250
2023
Q2 		– Sell
-6,899
Closed -$281K – 251
2023
Q1 		$281K Buy
6,899
+1,275
+23% +$51.7K 0.08% 184
2022
Q4 		$219K Buy
+5,624
New +$215K 0.07% 213
2022
Q3 		– Sell
-5,739
Closed -$211K – 229
2022
Q2 		$211K Buy
5,739
+308
+6% +$12.2K 0.07% 207
2022
Q1 		$227K Buy
+5,431
New +$224K 0.06% 196

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Walkner Condon Financial Advisors's SPYV Position: Q3 2025 in Review

Walkner Condon Financial Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2025, closing a stake of 4,303 shares — an estimated $225K sold.

Walkner Condon Financial Advisors first reported a position in SPYV in Q1 2022 and held it in 11 quarters. The position peaked at $281K in Q1 2023. 1,061 funds tracked by Wall St. Rank hold SPYV as of Q3 2025.

  • Walkner Condon Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 4,303 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2025, an estimated $225K.
  • Walkner Condon Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and held it in 11 quarters.
  • Walkner Condon Financial Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $281K in Q1 2023.
  • 1,061 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.