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

Apollon Financial’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	$1.81M	Sell	29,745 -4,031	-12%	-$241K	0.21%	100
2026 Q1	$1.91M	Buy	33,776 +6,357	+23%	+$369K	0.26%	89
2025 Q4	$1.56M	Sell	27,419 -680	-2%	-$38.2K	0.23%	93
2025 Q3	$1.55M	Sell	28,099 -210	-0.7%	-$11.3K	0.26%	82
2025 Q2	$1.48M	Sell	28,309 -1,108	-4%	-$55.4K	0.31%	76
2025 Q1	$1.5M	Buy	29,417 +1,193	+4%	+$61.9K	0.35%	69
2024 Q4	$1.44M	Sell	28,224 -281	-1%	-$15K	0.36%	65
2024 Q3	$1.51M	Buy	28,505 +1,369	+5%	+$69.7K	0.44%	51
2024 Q2	$1.32M	Sell	27,136 -1,141	-4%	-$55.8K	0.43%	49
2024 Q1	$1.42M	Sell	28,277 -3,154	-10%	-$150K	0.49%	43
2023 Q4	$1.47M	Buy	+31,431	New	+$1.36M	0.58%	40

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

Apollon Financial's SPYV Position: Q2 2026 in Review

Apollon Financial reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 12% in Q2 2026, selling an estimated $241K and leaving 29,745 shares worth $1.81M. The position accounts for 0.21% of the portfolio, ranked #100.

Apollon Financial first reported a position in SPYV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.91M in Q1 2026. 1,211 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Apollon Financial held 29,745 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.81M as of Q2 2026.
Apollon Financial sold 4,031 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $241K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.21% of Apollon Financial's portfolio in Q2 2026, its #100 holding.
Apollon Financial first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
Apollon Financial's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.91M in Q1 2026.
1,211 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.