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

Acute Investment Advisory’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	$245K	Sell	4,024 -180	-4%	-$10.8K	2.59%	16
2026 Q1	$238K	Sell	4,204 -3,074	-42%	-$178K	2.67%	16
2025 Q4	$413K	Sell	7,278 -1,048	-13%	-$58.9K	4.01%	7
2025 Q3	$461K	Sell	8,326 -2,058	-20%	-$111K	3.87%	6
2025 Q2	$543K	Buy	+10,384	New	+$519K	4.43%	5
2022 Q1	–	Sell	-46,986	Closed	-$1.97M	–	58
2021 Q4	$1.97M	Buy	+46,986	New	+$1.92M	1.44%	20

Other funds holding SPYV

CWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

Acute Investment Advisory's SPYV Position: Q2 2026 in Review

Acute Investment Advisory reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.3% in Q2 2026, selling an estimated $10.8K and leaving 4,024 shares worth $245K. The position accounts for 2.59% of the portfolio, ranked #16.

Acute Investment Advisory first reported a position in SPYV in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.97M in Q4 2021. 681 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Acute Investment Advisory held 4,024 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $245K as of Q2 2026.
Acute Investment Advisory sold 180 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $10.8K.
State Street SPDR Portfolio S&P 500 Value ETF made up 2.59% of Acute Investment Advisory's portfolio in Q2 2026, its #16 holding.
Acute Investment Advisory first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and has held it in 6 quarters since.
Acute Investment Advisory's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.97M in Q4 2021.
681 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Acute Investment Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.