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SPYV icon

Apella Capital’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Apella Capital’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 		$1.94M Sell
31,462
-1,085
-3% -$64.9K 0.03% 266
2026
Q1 		$1.93M Sell
32,547
-2,162
-6% -$125K 0.03% 260
2025
Q4 		$1.97M Buy
34,709
+504
+1% +$28.3K 0.04% 202
2025
Q3 		$1.88M Buy
34,205
+25,531
+294% +$1.37M 0.04% 189
2025
Q2 		$458K Buy
8,674
+4,016
+86% +$201K 0.01% 301
2025
Q1 		$226K Sell
4,658
-10,918
-70% -$566K 0.01% 359
2024
Q4 		$797K Buy
15,576
+6
+0% +$319 0.03% 187
2024
Q3 		$820K Buy
+15,570
New +$792K 0.03% 170
2024
Q2 		– Sell
-4,498
Closed -$222K – 317
2024
Q1 		$222K Sell
4,498
-689
-13% -$32.8K 0.01% 276
2023
Q4 		$241K Sell
5,187
-17,725
-77% -$764K 0.01% 261
2023
Q3 		$945K Sell
22,912
-338
-1% -$14.6K 0.07% 120
2023
Q2 		$1M Buy
+23,250
New +$960K 0.07% 116
2022
Q4 		$866K Buy
+22,262
New +$853K 0.08% 118

Other funds holding SPYV

Wealth Enhancement Advisory Services
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
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Apella Capital's SPYV Position: Q2 2026 in Review

Apella Capital reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.3% in Q2 2026, selling an estimated $64.9K and leaving 31,462 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #266.

Apella Capital first reported a position in SPYV in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.97M in Q4 2025. 281 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Apella Capital held 31,462 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.94M as of Q2 2026.
  • Apella Capital sold 1,085 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $64.9K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Apella Capital's portfolio in Q2 2026, its #266 holding.
  • Apella Capital first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 13 quarters since.
  • Apella Capital's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.97M in Q4 2025.
  • 281 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.