AGH Wealth Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
Other funds holding SPYV
AF
VA
AGH Wealth Advisors's SPYV Position: Q2 2026 in Review
AGH Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.6% in Q2 2026, selling an estimated $5.57K and leaving 3,508 shares worth $213K. The position accounts for 0.13% of the portfolio, ranked #123.
AGH Wealth Advisors first reported a position in SPYV in Q1 2026 and has held it in 2 quarters since. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.
- AGH Wealth Advisors held 3,508 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $213K as of Q2 2026.
- AGH Wealth Advisors sold 93 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $5.57K.
- State Street SPDR Portfolio S&P 500 Value ETF made up 0.13% of AGH Wealth Advisors's portfolio in Q2 2026, its #123 holding.
- AGH Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
- 1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.
Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.