Whitcomb & Hess
SPYV icon

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

Whitcomb & Hess’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 		$61.5M Buy
1,005,556
+13,890
+1% +$869K 13.17% 1
2026
Q2 		$60.3M Buy
991,666
+27,678
+3% +$1.66M 13.02% 1
2026
Q1 		$54.5M Buy
963,988
+21,296
+2% +$1.24M 12.72% 1
2025
Q4 		$54.7M Buy
942,692
+37,852
+4% +$2.13M 12.9% 1
2025
Q3 		$50.1M Buy
904,840
+19,310
+2% +$1.04M 12.87% 1
2025
Q2 		$46.3M Buy
885,530
+13,429
+2% +$671K 13.07% 1
2025
Q1 		$44.5M Buy
872,101
+9,564
+1% +$496K 13.48% 1
2024
Q4 		$44.1M Sell
862,537
-7,055
-0.8% -$375K 13.62% 1
2024
Q3 		$46M Sell
869,592
-14,944
-2% -$761K 13.67% 1
2024
Q2 		$43.1M Buy
884,536
+22,200
+3% +$1.09M 13.43% 1
2024
Q1 		$43.2M Sell
862,336
-73,350
-8% -$3.5M 13.88% 1
2023
Q4 		$43.6M Sell
935,686
-1,596
-0.2% -$68.8K 14.99% 1
2023
Q3 		$38.7M Buy
937,282
+7,905
+0.9% +$342K 14.45% 1
2023
Q2 		$40.1M Sell
929,377
-1,607
-0.2% -$66.4K 14.66% 1
2023
Q1 		$37.9M Buy
930,984
+1,956
+0.2% +$79.3K 14.36% 1
2022
Q4 		$36.1M Buy
929,028
+15,841
+2% +$607K 14.42% 1
2022
Q3 		$31.5M Buy
913,187
+9,972
+1% +$378K 14.18% 1
2022
Q2 		$33.3M Buy
903,215
+21,399
+2% +$847K 14.39% 1
2022
Q1 		$36.8M Buy
881,816
+27,883
+3% +$1.15M 14.55% 2
2021
Q4 		$35.5M Buy
853,933
+28,288
+3% +$1.15M 13.95% 2
2021
Q3 		$32.2M Buy
825,645
+25,225
+3% +$1.01M 13.64% 2
2021
Q2 		$31.6M Buy
+800,420
New +$31.6M 13.65% 2

Other funds holding SPYV

Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Whitcomb & Hess's SPYV Position: Q3 2026 in Review

Whitcomb & Hess increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.4% in Q3 2026, buying an estimated $869K and bringing the position to 1,005,556 shares worth $61.5M. The position accounts for 13.17% of the portfolio, ranked #1.

Whitcomb & Hess first reported a position in SPYV in Q2 2021 and has held it in 22 quarters since. 696 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Whitcomb & Hess held 1,005,556 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $61.5M as of Q3 2026.
  • Whitcomb & Hess bought 13,890 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $869K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 13.17% of Whitcomb & Hess's portfolio in Q3 2026, its #1 holding.
  • Whitcomb & Hess first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2021 and has held it in 22 quarters since.
  • 696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.