JTBR
SPYV icon

James T. Borello RIA’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

James T. Borello RIA’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 		$3.34M Buy
54,709
+13,577
+33% +$849K 0.69% 24
2026
Q2 		$2.5M Buy
41,132
+4,590
+13% +$275K 0.54% 29
2026
Q1 		$2.07M Buy
36,542
+392
+1% +$22.7K 0.52% 30
2025
Q4 		$2.05M Buy
36,150
+545
+2% +$30.6K 0.53% 31
2025
Q3 		$1.97M Sell
35,605
-718
-2% -$38.7K 0.53% 31
2025
Q2 		$1.9M Sell
36,323
-2,153
-6% -$108K 0.55% 31
2025
Q1 		$1.96M Sell
38,476
-383
-1% -$19.9K 0.63% 30
2024
Q4 		$1.99M Hold
38,859
– – 0.74% 28
2024
Q3 		$2.05M Sell
38,859
-1,496
-4% -$76.1K 0.83% 27
2024
Q2 		$1.97M Sell
40,355
-74
-0.2% -$3.62K 0.87% 26
2024
Q1 		$2.03M Sell
40,429
-365
-0.9% -$17.4K 0.92% 23
2023
Q4 		$1.9M Buy
+40,794
New +$1.76M 1.55% 15

Other funds holding SPYV

Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
1WAL
15 Wealth Advisors LLC Mundelein, Illinois $399M AUM
FF
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

James T. Borello RIA's SPYV Position: Q3 2026 in Review

James T. Borello RIA increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 33% in Q3 2026, buying an estimated $849K and bringing the position to 54,709 shares worth $3.34M. The position accounts for 0.69% of the portfolio, ranked #24.

James T. Borello RIA first reported a position in SPYV in Q4 2023 and has held it in 12 quarters since. 214 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • James T. Borello RIA held 54,709 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.34M as of Q3 2026.
  • James T. Borello RIA bought 13,577 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $849K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.69% of James T. Borello RIA's portfolio in Q3 2026, its #24 holding.
  • James T. Borello RIA 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.
  • 214 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.