Wedmont Private Capital’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Wedmont Private Capital’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	$342K	Buy	+5,505	New	+$344K	0.01%	719

Other funds holding SPYV

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

1WAL

15 Wealth Advisors LLC Mundelein, Illinois $399M AUM

Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Wedmont Private Capital's SPYV Position: Q3 2026 in Review

Wedmont Private Capital opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2026: 5,505 shares worth $342K. The stake represents 0.01% of the portfolio and ranks #719 among its holdings.

214 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Wedmont Private Capital held 5,505 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $342K as of Q3 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new Wedmont Private Capital position in Q3 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #719 holding.
214 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.