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SPYV icon

WealthPLAN Partners’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

WealthPLAN Partners’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 		– Sell
-17,042
Closed -$968K – 269
2025
Q4 		$968K Buy
17,042
+12
+0.1% +$674 0.14% 131
2025
Q3 		$942K Sell
17,030
-1,296
-7% -$69.8K 0.14% 131
2025
Q2 		$959K Buy
18,326
+1,779
+11% +$88.9K 0.15% 127
2025
Q1 		$845K Buy
16,547
+3,653
+28% +$189K 0.12% 135
2024
Q4 		$659K Buy
12,894
+973
+8% +$51.8K 0.09% 148
2024
Q3 		$630K Sell
11,921
-3,158
-21% -$161K 0.08% 158
2024
Q2 		$735K Buy
15,079
+864
+6% +$42.2K 0.08% 163
2024
Q1 		$712K Buy
14,215
+470
+3% +$22.4K 0.07% 171
2023
Q4 		$641K Sell
13,745
-779
-5% -$33.6K 0.07% 188
2023
Q3 		$599K Buy
14,524
+779
+6% +$33.7K 0.07% 181
2023
Q2 		$594K Buy
13,745
+1,246
+10% +$51.5K 0.08% 171
2023
Q1 		$509K Sell
12,499
-2,030
-14% -$82.3K 0.06% 193
2022
Q4 		$610K Buy
+14,529
New +$557K 0.04% 230
2022
Q1 		$903K Hold
22,750
– – 0.06% 183
2021
Q4 		$938K Buy
22,750
+800
+4% +$32.7K 0.06% 182
2021
Q3 		$900K Buy
21,950
+1,573
+8% +$62.8K 0.06% 177
2021
Q2 		$830K Buy
20,377
+713
+4% +$28.2K 0.06% 173
2021
Q1 		$780K Buy
19,664
+3,090
+19% +$112K 0.06% 168
2020
Q4 		$584K Buy
16,574
+1,942
+13% +$63.1K 0.05% 196
2020
Q3 		$473K Sell
14,632
-396
-3% -$12K 0.05% 203
2020
Q2 		$467K Hold
15,028
– – 0.05% 192
2020
Q1 		$411K Sell
15,028
-161,825
-92% -$5.17M 0.05% 171
2019
Q4 		$6.26M Buy
176,853
+3,997
+2% +$134K 0.74% 42
2019
Q3 		$5.83M Buy
172,856
+10,326
+6% +$325K 0.8% 40
2019
Q2 		$5.04M Sell
162,530
-242
-0.1% -$7.45K 0.76% 40
2019
Q1 		$4.95M Buy
162,772
+8,037
+5% +$237K 0.77% 38
2018
Q4 		$4.67M Buy
154,735
+693
+0.4% +$20.4K 0.75% 38
2018
Q3 		$4.51M Buy
154,042
+10,898
+8% +$336K 0.82% 33
2018
Q2 		$4.24M Sell
143,144
-438
-0.3% -$13K 0.87% 33
2018
Q1 		$4.22M Buy
143,582
+35,588
+33% +$1.09M 0.93% 26
2017
Q4 		$3.31M Buy
+107,994
New +$3.23M 0.89% 29

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

WealthPLAN Partners's SPYV Position: Q1 2026 in Review

WealthPLAN Partners sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2026, closing a stake of 17,042 shares — an estimated $968K sold.

WealthPLAN Partners first reported a position in SPYV in Q4 2017 and held it in 31 quarters. The position peaked at $6.26M in Q4 2019. 1,180 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • WealthPLAN Partners reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 17,042 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $968K.
  • WealthPLAN Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2017 and held it in 31 quarters.
  • WealthPLAN Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $6.26M in Q4 2019.
  • 1,180 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.