Wealth Enhancement Trust Services
SPYV icon

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

Wealth Enhancement Trust 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 		$542K Sell
8,874
-1,036
-10% -$64.8K 0.06% 212
2026
Q2 		$602K Buy
9,910
+218
+2% +$13K 0.07% 194
2026
Q1 		$548K Sell
9,692
-102
-1% -$5.92K 0.07% 197
2025
Q4 		$556K Buy
+9,794
New +$550K 0.07% 191

Other funds holding SPYV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 10% in Q3 2026, selling an estimated $64.8K and leaving 8,874 shares worth $542K. The position accounts for 0.06% of the portfolio, ranked #212.

Wealth Enhancement Trust Services first reported a position in SPYV in Q4 2025 and has held it in 4 quarters since. The position peaked at $602K in Q2 2026. 1,095 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Wealth Enhancement Trust Services held 8,874 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $542K as of Q3 2026.
  • Wealth Enhancement Trust Services sold 1,036 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $64.8K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.06% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #212 holding.
  • Wealth Enhancement Trust Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $602K in Q2 2026.
  • 1,095 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.