WJ Wealth Management
SPYV icon

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

WJ Wealth Management’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 		$1.02M Hold
16,605
– – 0.41% 45
2026
Q2 		$1.01M Sell
16,605
-325
-2% -$19.5K 0.4% 45
2026
Q1 		$958K Sell
16,930
-832
-5% -$48.3K 0.45% 34
2025
Q4 		$1.01M Sell
17,762
-174
-1% -$9.8K 0.44% 34
2025
Q3 		$1M Sell
17,936
-20,366
-53% -$1.1M 0.44% 33
2025
Q2 		$2M Sell
38,302
-2,050
-5% -$102K 0.63% 33
2025
Q1 		$2.06M Sell
40,352
-4,850
-11% -$252K 0.73% 30
2024
Q4 		$2.31M Sell
45,202
-1,028
-2% -$54.7K 0.8% 28
2024
Q3 		$2.44M Sell
46,230
-1,838
-4% -$93.5K 0.86% 25
2024
Q2 		$2.34M Sell
48,068
-2,970
-6% -$145K 0.85% 26
2024
Q1 		$2.56M Sell
51,038
-140
-0.3% -$6.68K 1.02% 25
2023
Q4 		$2.39M Sell
51,178
-3,028
-6% -$131K 1.04% 26
2023
Q3 		$2.24M Sell
54,206
-2,328
-4% -$101K 1.09% 25
2023
Q2 		$2.44M Buy
56,534
+26,557
+89% +$1.1M 1.16% 23
2023
Q1 		$1.22M Sell
29,977
-29,119
-49% -$1.18M 0.83% 24
2022
Q4 		$2.3M Buy
59,096
+10,000
+20% +$383K 1.33% 17
2022
Q3 		$1.69M Buy
49,096
+3,270
+7% +$124K 1.06% 20
2022
Q2 		$1.69M Buy
45,826
+9,368
+26% +$371K 1.2% 17
2022
Q1 		$1.52M Sell
36,458
-350
-1% -$14.4K 1.01% 16
2021
Q4 		$1.54M Sell
36,808
-1,045
-3% -$42.7K 0.92% 22
2021
Q3 		$1.49M Buy
37,853
+2,789
+8% +$111K 0.99% 25
2021
Q2 		$1.39M Buy
35,064
+4,364
+14% +$173K 4.29% 7
2021
Q1 		$1.16M Buy
+30,700
New +$1.11M 3.62% 7

Other funds holding SPYV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
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
Lutz Financial Services
Lutz Financial Services Omaha, Nebraska $1.63B AUM 7.07% 1-Year Est. Return

WJ Wealth Management's SPYV Position: Q3 2026 in Review

WJ Wealth Management held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q3 2026 at 16,605 shares worth $1.02M. The position accounts for 0.41% of the portfolio, ranked #45.

WJ Wealth Management first reported a position in SPYV in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.56M in Q1 2024. 767 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • WJ Wealth Management held 16,605 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.02M as of Q3 2026.
  • WJ Wealth Management 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 0.41% of WJ Wealth Management's portfolio in Q3 2026, its #45 holding.
  • WJ Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2021 and has held it in 23 quarters since.
  • WJ Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.56M in Q1 2024.
  • 767 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on WJ Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.