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

Wise Wealth 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	$268K	Buy	4,735 +1	+0%	+$58	0.36%	48
2025 Q4	$269K	Sell	4,734 -439	-8%	-$24.7K	0.39%	47
2025 Q3	$286K	Hold	5,173	–	–	0.44%	49
2025 Q2	$271K	Sell	5,173 -303	-6%	-$15.1K	0.45%	48
2025 Q1	$280K	Sell	5,476 -15	-0.3%	-$778	0.67%	38
2024 Q4	$281K	Buy	+5,491	New	+$292K	0.69%	38

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

Wise Wealth Partners's SPYV Position: Q1 2026 in Review

Wise Wealth Partners increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.02% in Q1 2026, buying an estimated $58 and bringing the position to 4,735 shares worth $268K. The position accounts for 0.36% of the portfolio, ranked #48.

Wise Wealth Partners first reported a position in SPYV in Q4 2024 and has held it in 6 quarters since. The position peaked at $286K in Q3 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Wise Wealth Partners held 4,735 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $268K as of Q1 2026.
Wise Wealth Partners bought 1 State Street SPDR Portfolio S&P 500 Value ETF share in Q1 2026, an estimated $58.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.36% of Wise Wealth Partners's portfolio in Q1 2026, its #48 holding.
Wise Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
Wise Wealth Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $286K in Q3 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 Wise Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.