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

Wealth Advisors of Iowa’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	$23.5M	Buy	415,019 +31,483	+8%	+$1.83M	7.26%	6
2025 Q4	$21.8M	Buy	383,536 +1,581	+0.4%	+$88.8K	7.15%	5
2025 Q3	$21.1M	Buy	381,955 +21,027	+6%	+$1.13M	7.2%	5
2025 Q2	$18.9M	Buy	360,928 +7,605	+2%	+$380K	7.06%	5
2025 Q1	$18M	Buy	353,323 +23,765	+7%	+$1.23M	7.76%	5
2024 Q4	$16.9M	Buy	329,558 +7,272	+2%	+$387K	8.5%	4
2024 Q3	$17M	Buy	+322,286	New	+$16.4M	8.67%	4
2024 Q2	–	Sell	-315,092	Closed	-$15.8M	–	67
2024 Q1	$15.8M	Sell	315,092 -1,945	-0.6%	-$92.7K	9.6%	3
2023 Q4	$14.8M	Sell	317,037 -11,308	-3%	-$488K	9.92%	4
2023 Q3	$13.5M	Buy	328,345 +5,927	+2%	+$257K	9.53%	4
2023 Q2	$13.9M	Sell	322,418 -18,122	-5%	-$748K	10.07%	4
2023 Q1	$13.9M	Buy	340,540 +17,405	+5%	+$705K	10.83%	4
2022 Q4	$12.6M	Buy	323,135 +84,428	+35%	+$3.23M	10.27%	3
2022 Q3	$8.23M	Sell	238,707 -430,453	-64%	-$16.3M	7.69%	4
2022 Q2	$25.7M	Buy	669,160 +447,426	+202%	+$17.7M	4.52%	5
2022 Q1	$9.26M	Buy	+221,734	New	+$9.15M	4.64%	7

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 $8.42B AUM 14.36% 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

Wealth Advisors of Iowa's SPYV Position: Q1 2026 in Review

Wealth Advisors of Iowa increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 8.2% in Q1 2026, buying an estimated $1.83M and bringing the position to 415,019 shares worth $23.5M. The position accounts for 7.26% of the portfolio, ranked #6.

Wealth Advisors of Iowa first reported a position in SPYV in Q1 2022 and has held it in 16 quarters since. The position peaked at $25.7M in Q2 2022. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Wealth Advisors of Iowa held 415,019 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $23.5M as of Q1 2026.
Wealth Advisors of Iowa bought 31,483 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $1.83M.
State Street SPDR Portfolio S&P 500 Value ETF made up 7.26% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #6 holding.
Wealth Advisors of Iowa first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and has held it in 16 quarters since.
Wealth Advisors of Iowa's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $25.7M in Q2 2022.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

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