Wealth Enhancement Advisory Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Wealth Enhancement Advisory Services’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	$181M	Buy	2,906,865 +75,555	+3%	+$4.73M	0.27%	56
2026 Q2	$175M	Buy	2,831,310 +11,522	+0.4%	+$690K	0.29%	53
2026 Q1	$160M	Sell	2,819,788 -1,817,302	-39%	-$105M	0.33%	49
2025 Q4	$269M	Buy	4,637,090 +38,621	+0.8%	+$2.17M	0.36%	45
2025 Q3	$256M	Buy	4,598,469 +141,958	+3%	+$7.64M	0.39%	45
2025 Q2	$237M	Buy	4,456,511 +921,933	+26%	+$46.1M	0.39%	45
2025 Q1	$181M	Buy	3,534,578 +2,237,528	+173%	+$116M	0.35%	53
2024 Q4	$66.3M	Buy	1,297,050 +411,609	+46%	+$21.9M	0.13%	156
2024 Q3	$46.8M	Buy	885,441 +62,742	+8%	+$3.19M	0.1%	202
2024 Q2	$40.1M	Buy	822,699 +11,758	+1%	+$575K	0.1%	209
2024 Q1	$40.6M	Sell	810,941 -845,563	-51%	-$40.3M	0.11%	196
2023 Q4	$77.2M	Sell	1,656,504 -91,246	-5%	-$3.94M	0.22%	100
2023 Q3	$72.1M	Buy	1,747,750 +701,625	+67%	+$30.4M	0.24%	89
2023 Q2	$45.2M	Buy	1,046,125 +137,020	+15%	+$5.66M	0.49%	32
2023 Q1	$37M	Buy	909,105 +13,068	+1%	+$529K	0.43%	39
2022 Q4	$36.8M	Sell	896,037 -45,196	-5%	-$1.73M	0.47%	39
2022 Q3	$33.2M	Buy	941,233 +49,771	+6%	+$1.89M	0.47%	40
2022 Q2	$33.2M	Buy	891,462 +51,108	+6%	+$2.02M	0.46%	41
2022 Q1	$35.2M	Sell	840,354 -61,144	-7%	-$2.52M	0.47%	41
2021 Q4	$37.2M	Buy	901,498 +36,001	+4%	+$1.47M	0.53%	41
2021 Q3	$35.6M	Buy	865,497 +168,545	+24%	+$6.73M	0.53%	41
2021 Q2	$27.6M	Buy	696,952 +73,620	+12%	+$2.91M	0.45%	43
2021 Q1	$24M	Buy	623,332 +5,778	+0.9%	+$209K	0.44%	45
2020 Q4	$21.7M	Buy	617,554 +62,575	+11%	+$2.03M	0.49%	35
2020 Q3	$17.6M	Buy	554,979 +40,605	+8%	+$1.23M	0.46%	34
2020 Q2	$15.6M	Sell	514,374 -198,401	-28%	-$5.65M	0.45%	35
2020 Q1	$20.4M	Buy	712,775 +103,547	+17%	+$3.31M	0.73%	28
2019 Q4	$21.3M	Buy	609,228 +99,819	+20%	+$3.34M	0.75%	27
2019 Q3	$16.3M	Buy	509,409 +308,935	+154%	+$9.7M	0.66%	27
2019 Q2	$6.44M	Buy	200,474 +123,720	+161%	+$3.81M	0.28%	42
2019 Q1	$2.42M	Buy	76,754 +23,641	+45%	+$697K	0.14%	64
2018 Q4	$1.54M	Buy	53,113 +20,052	+61%	+$590K	0.1%	80
2018 Q3	$961K	Buy	33,061 +7,420	+29%	+$229K	0.06%	120
2018 Q2	$777K	Buy	25,641 +14,853	+138%	+$442K	0.05%	138
2018 Q1	$320K	Buy	+10,788	New	+$331K	0.02%	134

Other funds holding SPYV

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

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPYV Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.7% in Q3 2026, buying an estimated $4.73M and bringing the position to 2,906,865 shares worth $181M. The position accounts for 0.27% of the portfolio, ranked #56.

Wealth Enhancement Advisory Services first reported a position in SPYV in Q1 2018 and has held it in 35 quarters since. The position peaked at $269M in Q4 2025. 360 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Wealth Enhancement Advisory Services held 2,906,865 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $181M as of Q3 2026.
Wealth Enhancement Advisory Services bought 75,555 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $4.73M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.27% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #56 holding.
Wealth Enhancement Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2018 and has held it in 35 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $269M in Q4 2025.
360 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.