AWM
SPYV icon

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

Angeles 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
Q1 		$124M Buy
2,198,037
+125,407
+6% +$7.27M 6.77% 4
2025
Q4 		$118M Buy
2,072,630
+186,604
+10% +$10.5M 6.49% 3
2025
Q3 		$104M Buy
1,886,026
+103,044
+6% +$5.55M 6.4% 3
2025
Q2 		$93.3M Sell
1,782,982
-134,761
-7% -$6.73M 6.4% 3
2025
Q1 		$97.9M Buy
1,917,743
+132,476
+7% +$6.87M 8.14% 3
2024
Q4 		$91.3M Buy
1,785,267
+54,274
+3% +$2.89M 7.53% 3
2024
Q3 		$91.5M Buy
1,730,993
+158,641
+10% +$8.07M 7.88% 3
2024
Q2 		$76.6M Sell
1,572,352
-33,663
-2% -$1.65M 7.19% 3
2024
Q1 		$80.5M Buy
1,606,015
+268,159
+20% +$12.8M 8.05% 3
2023
Q4 		$62.4M Buy
1,337,856
+30,587
+2% +$1.32M 7.6% 3
2023
Q3 		$53.9M Buy
1,307,269
+170,126
+15% +$7.37M 7.62% 3
2023
Q2 		$49.1M Buy
1,137,143
+77,093
+7% +$3.18M 6.7% 4
2023
Q1 		$43.2M Buy
1,060,050
+162,419
+18% +$6.58M 6.42% 5
2022
Q4 		$34.9M Buy
897,631
+68,432
+8% +$2.62M 6.11% 4
2022
Q3 		$28.6M Buy
829,199
+313,031
+61% +$11.9M 5.66% 5
2022
Q2 		$19M Sell
516,168
-756,994
-59% -$30M 3.8% 8
2022
Q1 		$53.2M Buy
+1,273,162
New +$52.5M 10.06% 2

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Angeles Wealth Management's SPYV Position: Q1 2026 in Review

Angeles Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.1% in Q1 2026, buying an estimated $7.27M and bringing the position to 2,198,037 shares worth $124M. The position accounts for 6.77% of the portfolio, ranked #4.

Angeles Wealth Management first reported a position in SPYV in Q1 2022 and has held it in 17 quarters since. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Angeles Wealth Management held 2,198,037 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $124M as of Q1 2026.
  • Angeles Wealth Management bought 125,407 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $7.27M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 6.77% of Angeles Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Angeles Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.