WA
SPYV icon

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

Wealthstream Advisors’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
2025
Q3 		$826K Hold
14,932
– – 0.12% 62
2025
Q2 		$782K Hold
14,932
– – 0.13% 60
2025
Q1 		$763K Buy
14,932
+25
+0.2% +$1.3K 0.14% 56
2024
Q4 		$762K Buy
14,907
+48
+0.3% +$2.55K 0.14% 59
2024
Q3 		$785K Sell
14,859
-209
-1% -$10.6K 0.14% 55
2024
Q2 		$734K Buy
15,068
+76
+0.5% +$3.71K 0.27% 53
2024
Q1 		$751K Sell
14,992
-925
-6% -$44.1K 0.29% 53
2023
Q4 		$742K Sell
15,917
-2,200
-12% -$94.9K 0.31% 52
2023
Q3 		$747K Sell
18,117
-337
-2% -$14.6K 0.39% 40
2023
Q2 		$797K Buy
18,454
+71
+0.4% +$2.93K 0.42% 34
2023
Q1 		$749K Sell
18,383
-1,015
-5% -$41.1K 0.45% 30
2022
Q4 		$754K Buy
19,398
+122
+0.6% +$4.67K 0.49% 31
2022
Q3 		$665K Buy
19,276
+320
+2% +$12.1K 0.71% 22
2022
Q2 		$698K Buy
18,956
+300
+2% +$11.9K 0.71% 21
2022
Q1 		$779K Buy
18,656
+511
+3% +$21.1K 0.68% 21
2021
Q4 		$762K Buy
+18,145
New +$741K 0.65% 22

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthstream Advisors's SPYV Position: Q3 2025 in Review

Wealthstream Advisors held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q3 2025 at 14,932 shares worth $826K. The position accounts for 0.12% of the portfolio, ranked #62.

Wealthstream Advisors first reported a position in SPYV in Q4 2021 and has held it in 16 quarters since. 1,055 funds tracked by Wall St. Rank hold SPYV as of Q3 2025.

  • Wealthstream Advisors held 14,932 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $826K as of Q3 2025.
  • Wealthstream Advisors left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q3 2025.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.12% of Wealthstream Advisors's portfolio in Q3 2025, its #62 holding.
  • Wealthstream Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and has held it in 16 quarters since.
  • 1,055 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.