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

Abound Wealth Management’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	$1.76K	Sell	29 -210	-88%	-$12.6K	﹤0.01%	760
2026 Q1	$13.5K	Buy	239 +65	+37%	+$3.77K	﹤0.01%	475
2025 Q4	$9.88K	Sell	174 -209	-55%	-$11.7K	﹤0.01%	509
2025 Q3	$21.2K	Buy	383 +194	+103%	+$10.4K	0.01%	343
2025 Q2	$9.89K	Sell	189 -1,219	-87%	-$60.9K	﹤0.01%	447
2025 Q1	$71.9K	Hold	1,408	–	–	0.02%	146
2024 Q4	$72K	Buy	1,408 +1,156	+459%	+$61.5K	0.02%	140
2024 Q3	$13.3K	Hold	252	–	–	﹤0.01%	369
2024 Q2	$12.3K	Hold	252	–	–	﹤0.01%	332
2024 Q1	$12.6K	Sell	252 -131	-34%	-$6.25K	﹤0.01%	329
2023 Q4	$17.9K	Buy	+383	New	+$16.5K	0.01%	283
2023 Q2	–	Sell	-19	Closed	-$778	–	1221
2023 Q1	$778	Buy	+19	New	+$770	﹤0.01%	650

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Abound Wealth Management's SPYV Position: Q2 2026 in Review

Abound Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 88% in Q2 2026, selling an estimated $12.6K and leaving 29 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Abound Wealth Management first reported a position in SPYV in Q1 2023 and has held it in 12 quarters since. The position peaked at $72K in Q4 2024. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Abound Wealth Management held 29 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.76K as of Q2 2026.
Abound Wealth Management sold 210 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $12.6K.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #760 holding.
Abound Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and has held it in 12 quarters since.
Abound Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $72K in Q4 2024.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.