4Wealth Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

4Wealth 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 Q2	$745K	Sell	12,246 -44	-0.4%	-$2.63K	0.57%	56
2026 Q1	$684K	Sell	12,290 -165	-1%	-$9.57K	0.58%	53
2025 Q4	$708K	Buy	12,455 +3	+0%	+$169	0.6%	58
2025 Q3	$689K	Sell	12,452 -241	-2%	-$13K	0.62%	54
2025 Q2	$664K	Buy	12,693 +93	+0.7%	+$4.65K	0.67%	46
2025 Q1	$643K	Sell	12,600 -1,019	-7%	-$52.9K	0.7%	39
2024 Q4	$696K	Buy	+13,619	New	+$725K	0.7%	41

Other funds holding SPYV

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

4Wealth Advisors's SPYV Position: Q2 2026 in Review

4Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.36% in Q2 2026, selling an estimated $2.63K and leaving 12,246 shares worth $745K. The position accounts for 0.57% of the portfolio, ranked #56.

4Wealth Advisors first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. 617 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

4Wealth Advisors held 12,246 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $745K as of Q2 2026.
4Wealth Advisors sold 44 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $2.63K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.57% of 4Wealth Advisors's portfolio in Q2 2026, its #56 holding.
4Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.