YHB Investment Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

YHB Investment 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
2026 Q3	$639K	Buy	10,452 +68	+0.7%	+$4.25K	0.04%	204
2026 Q2	$631K	Buy	10,384 +600	+6%	+$35.9K	0.04%	204
2026 Q1	$554K	Sell	9,784 -71	-0.7%	-$4.12K	0.04%	203
2025 Q4	$560K	Buy	9,855 +1,110	+13%	+$62.4K	0.04%	206
2025 Q3	$484K	Buy	8,745 +164	+2%	+$8.83K	0.04%	214
2025 Q2	$449K	Buy	+8,581	New	+$429K	0.03%	218

Other funds holding SPYV

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

YHB Investment Advisors's SPYV Position: Q3 2026 in Review

YHB Investment Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.65% in Q3 2026, buying an estimated $4.25K and bringing the position to 10,452 shares worth $639K. The position accounts for 0.04% of the portfolio, ranked #204.

YHB Investment Advisors first reported a position in SPYV in Q2 2025 and has held it in 6 quarters since. 44 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

YHB Investment Advisors held 10,452 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $639K as of Q3 2026.
YHB Investment Advisors bought 68 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $4.25K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of YHB Investment Advisors's portfolio in Q3 2026, its #204 holding.
YHB Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 6 quarters since.
44 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.