Wealthspire Advisors (New York)’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Wealthspire Advisors (New York)’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	$1.62M	Sell	28,593 -15,134	-35%	-$878K	0.01%	316
2025 Q4	$2.48M	Buy	43,727 +1,151	+3%	+$64.7K	0.02%	266
2025 Q3	$2.36M	Buy	42,576 +145	+0.3%	+$7.81K	0.01%	254
2025 Q2	$2.22M	Sell	42,431 -6,167	-13%	-$308K	0.01%	264
2025 Q1	$2.48M	Buy	48,598 +1,316	+3%	+$68.3K	0.01%	244
2024 Q4	$2.42M	Buy	47,282 +18,672	+65%	+$994K	0.02%	226
2024 Q3	$1.51M	Buy	28,610 +2,608	+10%	+$133K	0.02%	295
2024 Q2	$1.27M	Buy	26,002 +984	+4%	+$48.1K	0.02%	272
2024 Q1	$1.25M	Buy	25,018 +381	+2%	+$18.2K	0.02%	281
2023 Q4	$1.15M	Buy	24,637 +15,595	+172%	+$673K	0.02%	287
2023 Q3	$373K	Sell	9,042 -24,434	-73%	-$1.06M	0.01%	445
2023 Q2	$1.45M	Buy	+33,476	New	+$1.38M	0.02%	190

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

Wealthspire Advisors (New York)'s SPYV Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 35% in Q1 2026, selling an estimated $878K and leaving 28,593 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #316.

Wealthspire Advisors (New York) first reported a position in SPYV in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.48M in Q4 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Wealthspire Advisors (New York) held 28,593 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.62M as of Q1 2026.
Wealthspire Advisors (New York) sold 15,134 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $878K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #316 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and has held it in 12 quarters since.
Wealthspire Advisors (New York)'s State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.48M in Q4 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.