WealthGarden F.S.’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

WealthGarden F.S.’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	$4.28M	Buy	70,096 +5,225	+8%	+$327K	2.41%	7
2026 Q2	$3.94M	Buy	64,871 +9,387	+17%	+$562K	2.24%	5
2026 Q1	$3.14M	Sell	55,484 -7,386	-12%	-$428K	2.14%	7
2025 Q4	$3.66M	Buy	62,870 +14,426	+30%	+$810K	2.41%	8
2025 Q3	$2.71M	Buy	48,444 +119	+0.2%	+$6.41K	1.93%	9
2025 Q2	$2.55M	Buy	48,325 +7,523	+18%	+$376K	2.12%	9
2025 Q1	$2.08M	Buy	40,802 +10,819	+36%	+$561K	2%	9
2024 Q4	$1.53M	Buy	29,983 +440	+1%	+$23.4K	1.43%	17
2024 Q3	$1.56M	Sell	29,543 -997	-3%	-$50.7K	1.52%	18
2024 Q2	$1.49M	Buy	+30,540	New	+$1.49M	1.57%	17

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

Morgan Stanley New York $1.96T AUM 27.49% 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

NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

WealthGarden F.S.'s SPYV Position: Q3 2026 in Review

WealthGarden F.S. increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 8.1% in Q3 2026, buying an estimated $327K and bringing the position to 70,096 shares worth $4.28M. The position accounts for 2.41% of the portfolio, ranked #7.

WealthGarden F.S. first reported a position in SPYV in Q2 2024 and has held it in 10 quarters since. 1,095 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

WealthGarden F.S. held 70,096 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $4.28M as of Q3 2026.
WealthGarden F.S. bought 5,225 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $327K.
State Street SPDR Portfolio S&P 500 Value ETF made up 2.41% of WealthGarden F.S.'s portfolio in Q3 2026, its #7 holding.
WealthGarden F.S. first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 10 quarters since.
1,095 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on WealthGarden F.S.'s 13F filing for Q3 2026, filed 9 Nov 2026.