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

Accurate 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	$568K	Buy	9,213 +3,443	+60%	+$206K	0.05%	321
2026 Q1	$335K	Sell	5,770 -159	-3%	-$9.22K	0.04%	397
2025 Q4	$344K	Sell	5,929 -247	-4%	-$13.9K	0.04%	371
2025 Q3	$339K	Sell	6,176 -924	-13%	-$49.8K	0.05%	369
2025 Q2	$377K	Buy	7,100 +1,609	+29%	+$80.4K	0.06%	314
2025 Q1	$259K	Sell	5,491 -860	-14%	-$44.6K	0.05%	321
2024 Q4	$324K	Buy	6,351 +63	+1%	+$3.35K	0.06%	284
2024 Q3	$336K	Buy	6,288 +962	+18%	+$49K	0.07%	271
2024 Q2	$266K	Sell	5,326 -2,599	-33%	-$127K	0.06%	254
2024 Q1	$379K	Buy	7,925 +2,852	+56%	+$136K	0.11%	179
2023 Q4	$236K	Sell	5,073 -1,336	-21%	-$57.6K	0.07%	243
2023 Q3	$266K	Buy	+6,409	New	+$278K	0.08%	207
2023 Q1	–	Sell	-2,752	Closed	-$110K	–	1272
2022 Q4	$110K	Buy	+2,752	New	+$105K	0.04%	293

Other funds holding SPYV

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

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

SQA

Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return

ETC

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

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

Accurate Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 60% in Q2 2026, buying an estimated $206K and bringing the position to 9,213 shares worth $568K. The position accounts for 0.05% of the portfolio, ranked #321.

Accurate Wealth Management first reported a position in SPYV in Q4 2022 and has held it in 13 quarters since. 503 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Accurate Wealth Management held 9,213 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $568K as of Q2 2026.
Accurate Wealth Management bought 3,443 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $206K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.05% of Accurate Wealth Management's portfolio in Q2 2026, its #321 holding.
Accurate Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 13 quarters since.
503 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.