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Alliance Wealth Advisors (Utah)’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$1.12M Sell
18,448
-7,570
-29% -$453K 0.21% 63
2026
Q1 		$1.47M Sell
26,018
-7,974
-23% -$463K 0.32% 57
2025
Q4 		$1.93M Sell
33,992
-7,745
-19% -$435K 0.42% 66
2025
Q3 		$2.31M Buy
41,737
+8,314
+25% +$448K 0.54% 59
2025
Q2 		$1.75M Buy
33,423
+1,855
+6% +$92.7K 0.42% 70
2025
Q1 		$1.61M Buy
31,568
+1,560
+5% +$80.9K 0.42% 74
2024
Q4 		$1.53M Sell
30,008
-3,315
-10% -$176K 0.4% 78
2024
Q3 		$1.76M Buy
33,323
+1,101
+3% +$56K 0.46% 66
2024
Q2 		$1.57M Buy
32,222
+9,928
+45% +$485K 0.46% 63
2024
Q1 		$1.12M Buy
22,294
+1,355
+6% +$64.6K 0.33% 77
2023
Q4 		$976K Buy
20,939
+17
+0.1% +$733 0.33% 75
2023
Q3 		$863K Buy
20,922
+1,367
+7% +$59.2K 0.32% 75
2023
Q2 		$845K Buy
19,555
+72
+0.4% +$2.97K 0.31% 80
2023
Q1 		$793K Buy
19,483
+172
+0.9% +$6.97K 0.32% 76
2022
Q4 		$751K Buy
+19,311
New +$740K 0.34% 76

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s SPYV Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 29% in Q2 2026, selling an estimated $453K and leaving 18,448 shares worth $1.12M. The position accounts for 0.21% of the portfolio, ranked #63.

Alliance Wealth Advisors (Utah) first reported a position in SPYV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.31M in Q3 2025. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 18,448 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.12M as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 7,570 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $453K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.21% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #63 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.31M in Q3 2025.
  • 1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.