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

Alta Wealth Advisors’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	$39.9M	Buy	656,065 +14,363	+2%	+$860K	10.81%	2
2026 Q1	$36.3M	Buy	641,702 +46,912	+8%	+$2.72M	11.79%	1
2025 Q4	$33.8M	Buy	594,790 +35,144	+6%	+$1.97M	11.29%	2
2025 Q3	$31M	Buy	559,646 +65,318	+13%	+$3.52M	11.09%	2
2025 Q2	$25.9M	Buy	494,328 +26,529	+6%	+$1.33M	12.21%	2
2025 Q1	$23.9M	Buy	467,799 +15,539	+3%	+$806K	10.97%	1
2024 Q4	$23.1M	Buy	452,260 +16,862	+4%	+$897K	10.12%	2
2024 Q3	$23M	Buy	435,398 +28,305	+7%	+$1.44M	10.52%	2
2024 Q2	$19.8M	Buy	407,093 +9,975	+3%	+$488K	9.9%	2
2024 Q1	$19.9M	Buy	397,118 +17,199	+5%	+$820K	10.11%	1
2023 Q4	$17.7M	Buy	379,919 +169,682	+81%	+$7.32M	9.88%	1
2023 Q3	$8.67M	Buy	210,237 +13,658	+7%	+$592K	5.31%	2
2023 Q2	$8.49M	Buy	196,579 +15,576	+9%	+$643K	4.99%	2
2023 Q1	$7.37M	Buy	181,003 +9,034	+5%	+$366K	4.65%	2
2022 Q4	$6.69M	Buy	171,969 +51,923	+43%	+$1.99M	4.52%	1
2022 Q3	$4.14M	Buy	120,046 +13,253	+12%	+$503K	2.96%	5
2022 Q2	$3.93M	Buy	106,793 +16,479	+18%	+$653K	2.73%	10
2022 Q1	$3.77M	Buy	90,314 +25,191	+39%	+$1.04M	2.24%	12
2021 Q4	$2.73M	Buy	65,123 +54,992	+543%	+$2.24M	1.69%	12
2021 Q3	$395K	Buy	10,131 +4,070	+67%	+$163K	0.29%	109
2021 Q2	$240K	Buy	+6,061	New	+$240K	0.18%	132

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alta Wealth Advisors's SPYV Position: Q2 2026 in Review

Alta Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.2% in Q2 2026, buying an estimated $860K and bringing the position to 656,065 shares worth $39.9M. The position accounts for 10.81% of the portfolio, ranked #2.

Alta Wealth Advisors first reported a position in SPYV in Q2 2021 and has held it in 21 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Alta Wealth Advisors held 656,065 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $39.9M as of Q2 2026.
Alta Wealth Advisors bought 14,363 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $860K.
State Street SPDR Portfolio S&P 500 Value ETF made up 10.81% of Alta Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Alta Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2021 and has held it in 21 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.