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 Q3	$290K	Hold	4,736	–	–	0.53%	31
2026 Q2	$288K	Buy	4,736 +1	+0%	+$60	0.49%	35
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wise Wealth Partners's SPYV Position: Q3 2026 in Review

Wise Wealth Partners held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q3 2026 at 4,736 shares worth $290K. The position accounts for 0.53% of the portfolio, ranked #31.

Wise Wealth Partners first reported a position in SPYV in Q4 2024 and has held it in 8 quarters since. 888 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Wise Wealth Partners held 4,736 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $290K as of Q3 2026.
Wise Wealth Partners left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.53% of Wise Wealth Partners's portfolio in Q3 2026, its #31 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 8 quarters since.
888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Wise Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.