Wolf Group Capital Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Wolf Group Capital Advisors’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
2025 Q1	$333K	Sell	6,525 -2,940	-31%	-$152K	0.11%	122
2024 Q4	$409K	Hold	9,465	–	–	0.2%	87
2024 Q3	$409K	Buy	9,465 +2,941	+45%	+$150K	0.19%	88
2024 Q2	$318K	Sell	6,524 -2,941	-31%	-$144K	0.13%	105
2024 Q1	$409K	Hold	9,465	–	–	0.19%	88
2023 Q4	$409K	Sell	9,465 -1	-0%	-$43	0.19%	89
2023 Q3	$391K	Buy	9,466 +1	+0%	+$43	0.18%	92
2023 Q2	$388K	Hold	9,465	–	–	0.19%	89
2023 Q1	$385K	Sell	9,465 -12	-0.1%	-$486	0.19%	89
2022 Q4	$369K	Buy	9,477 +53	+0.6%	+$2.03K	0.17%	94
2022 Q3	$325K	Buy	9,424 +2,821	+43%	+$107K	0.18%	89
2022 Q2	$243K	Buy	+6,603	New	+$261K	0.13%	99

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wolf Group Capital Advisors's SPYV Position: Q1 2025 in Review

Wolf Group Capital Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 31% in Q1 2025, selling an estimated $152K and leaving 6,525 shares worth $333K. The position accounts for 0.11% of the portfolio, ranked #122.

Wolf Group Capital Advisors first reported a position in SPYV in Q2 2022 and has held it in 12 quarters since. The position peaked at $409K in Q4 2024. 1,015 funds tracked by Wall St. Rank hold SPYV as of Q1 2025.

Wolf Group Capital Advisors held 6,525 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $333K as of Q1 2025.
Wolf Group Capital Advisors sold 2,940 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2025, an estimated $152K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.11% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #122 holding.
Wolf Group Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and has held it in 12 quarters since.
Wolf Group Capital Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $409K in Q4 2024.
1,015 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.