World Equity Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

World Equity Group’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	–	Sell	-4,877	Closed	-$297K	–	362
2026 Q2	$297K	Buy	+4,877	New	+$292K	0.07%	309
2024 Q3	–	Sell	-20,012	Closed	-$975K	–	313
2024 Q2	$975K	Buy	20,012 +1,336	+7%	+$65.3K	0.29%	93
2024 Q1	$936K	Sell	18,676 -4,122	-18%	-$197K	0.19%	131
2023 Q4	$1.06M	Sell	22,798 -62,365	-73%	-$2.69M	0.21%	107
2023 Q3	$3.51M	Buy	85,163 +71,889	+542%	+$3.11M	0.73%	26
2023 Q2	$573K	Sell	13,274 -7,473	-36%	-$309K	0.17%	157
2023 Q1	$1.83M	Sell	20,747 -13,494	-39%	-$547K	0.27%	93
2022 Q4	$1.33M	Buy	+34,241	New	+$1.31M	0.32%	84
2022 Q3	–	Sell	-12,726	Closed	-$469K	–	353
2022 Q2	$469K	Buy	+12,726	New	+$504K	0.12%	188

Other funds holding SPYV

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return

World Equity Group's SPYV Position: Q3 2026 in Review

World Equity Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2026, closing a stake of 4,877 shares — an estimated $297K sold.

World Equity Group first reported a position in SPYV in Q2 2022 and held it in 9 quarters. The position peaked at $3.51M in Q3 2023. 425 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

World Equity Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2026 after selling out during the quarter.
World Equity Group sold 4,877 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $297K.
World Equity Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and held it in 9 quarters.
World Equity Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $3.51M in Q3 2023.
425 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.