Wrenne Financial Planning’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Wrenne Financial Planning’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	$2.57M	Sell	42,013 -3	-0%	-$188	0.85%	16
2026 Q2	$2.55M	Sell	42,016 -288	-0.7%	-$17.2K	0.86%	17
2026 Q1	$2.39M	Sell	42,304 -245	-0.6%	-$14.2K	0.94%	17
2025 Q4	$2.42M	Sell	42,549 -1,523	-3%	-$85.6K	0.98%	17
2025 Q3	$2.44M	Sell	44,072 -2,470	-5%	-$133K	1.04%	17
2025 Q2	$2.44M	Buy	46,542 +2,865	+7%	+$143K	1.14%	17
2025 Q1	$2.23M	Sell	43,677 -1,539	-3%	-$79.8K	1.19%	15
2024 Q4	$2.31M	Sell	45,216 -4,223	-9%	-$225K	1.32%	16
2024 Q3	$2.61M	Sell	49,439 -518	-1%	-$26.4K	1.56%	14
2024 Q2	$2.43M	Buy	49,957 +606	+1%	+$29.6K	1.68%	15
2024 Q1	$2.47M	Sell	49,351 -19,772	-29%	-$943K	1.83%	13
2023 Q4	$3.22M	Buy	+69,123	New	+$2.98M	2.74%	12

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

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

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

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Wrenne Financial Planning's SPYV Position: Q3 2026 in Review

Wrenne Financial Planning reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.01% in Q3 2026, selling an estimated $188 and leaving 42,013 shares worth $2.57M. The position accounts for 0.85% of the portfolio, ranked #16.

Wrenne Financial Planning first reported a position in SPYV in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.22M in Q4 2023. 787 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Wrenne Financial Planning held 42,013 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.57M as of Q3 2026.
Wrenne Financial Planning sold 3 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $188.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.85% of Wrenne Financial Planning's portfolio in Q3 2026, its #16 holding.
Wrenne Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 12 quarters since.
Wrenne Financial Planning's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $3.22M in Q4 2023.
787 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Wrenne Financial Planning's 13F filing for Q3 2026, filed 30 Oct 2026.