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

Accel 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	$253K	Buy	4,155 +16	+0.4%	+$958	0.06%	250
2026 Q1	$234K	Sell	4,139 -383	-8%	-$22.2K	0.06%	248
2025 Q4	$257K	Buy	4,522 +5	+0.1%	+$281	0.07%	225
2025 Q3	$250K	Sell	4,517 -973	-18%	-$52.4K	0.07%	228
2025 Q2	$287K	Buy	5,490 +15	+0.3%	+$750	0.1%	199
2025 Q1	$280K	Sell	5,475 -1,175	-18%	-$60.9K	0.1%	197
2024 Q4	$340K	Buy	6,650 +27	+0.4%	+$1.44K	0.13%	170
2024 Q3	$350K	Sell	6,623 -408	-6%	-$20.8K	0.13%	169
2024 Q2	$343K	Buy	7,031 +29	+0.4%	+$1.42K	0.14%	155
2024 Q1	$351K	Buy	7,002 +835	+14%	+$39.8K	0.15%	142
2023 Q4	$288K	Buy	+6,167	New	+$266K	0.14%	145
2023 Q2	–	Sell	-4,333	Closed	-$176K	–	766
2023 Q1	$176K	Buy	4,333 +15	+0.3%	+$608	0.07%	237
2022 Q4	$168K	Buy	4,318 +22	+0.5%	+$843	0.08%	178
2022 Q3	$157K	Buy	4,296 +5	+0.1%	+$190	0.08%	188
2022 Q2	$159K	Buy	4,291 +5	+0.1%	+$198	0.09%	166
2022 Q1	$180K	Buy	4,286 +399	+10%	+$16.5K	0.09%	169
2021 Q4	$163K	Buy	3,887 +459	+13%	+$18.7K	0.08%	187
2021 Q3	$134K	Sell	3,428 -450	-12%	-$18K	0.09%	185
2021 Q2	$153K	Buy	3,878 +4	+0.1%	+$158	0.1%	181
2021 Q1	$147K	Buy	3,874 +6	+0.2%	+$217	0.12%	168
2020 Q4	$133K	Buy	+3,868	New	+$126K	0.12%	169

Other funds holding SPYV

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

MFG

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

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

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

Accel Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.39% in Q2 2026, buying an estimated $958 and bringing the position to 4,155 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #250.

Accel Wealth Management first reported a position in SPYV in Q4 2020 and has held it in 21 quarters since. The position peaked at $351K in Q1 2024. 319 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Accel Wealth Management held 4,155 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $253K as of Q2 2026.
Accel Wealth Management bought 16 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $958.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.06% of Accel Wealth Management's portfolio in Q2 2026, its #250 holding.
Accel Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2020 and has held it in 21 quarters since.
Accel Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $351K in Q1 2024.
319 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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