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

Wealth Advisors Northwest’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	$1.8M	Sell	29,407 -8,620	-23%	-$539K	0.6%	27
2026 Q2	$2.31M	Sell	38,027 -1,484	-4%	-$88.8K	0.79%	21
2026 Q1	$2.24M	Buy	39,511 +1,137	+3%	+$66K	0.94%	18
2025 Q4	$2.18M	Sell	38,374 -2,300	-6%	-$129K	0.97%	20
2025 Q3	$2.25M	Sell	40,674 -1,566	-4%	-$84.3K	1.09%	19
2025 Q2	$2.21M	Sell	42,240 -1,063	-2%	-$53.1K	1.16%	17
2025 Q1	$2.21M	Sell	43,303 -934	-2%	-$48.4K	1.4%	15
2024 Q4	$2.26M	Buy	+44,237	New	+$2.35M	1.54%	14

Other funds holding SPYV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Wealth Advisors Northwest's SPYV Position: Q3 2026 in Review

Wealth Advisors Northwest reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 23% in Q3 2026, selling an estimated $539K and leaving 29,407 shares worth $1.8M. The position accounts for 0.6% of the portfolio, ranked #27.

Wealth Advisors Northwest first reported a position in SPYV in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.31M in Q2 2026. 998 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Wealth Advisors Northwest held 29,407 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.8M as of Q3 2026.
Wealth Advisors Northwest sold 8,620 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $539K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.6% of Wealth Advisors Northwest's portfolio in Q3 2026, its #27 holding.
Wealth Advisors Northwest first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 8 quarters since.
Wealth Advisors Northwest's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.31M in Q2 2026.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Wealth Advisors Northwest's 13F filing for Q3 2026, filed 29 Oct 2026.