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

Apollon 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	$459K	Buy	8,114 +963	+13%	+$55.9K	0.01%	900
2025 Q4	$406K	Buy	+7,151	New	+$402K	0.01%	918
2025 Q3	–	Sell	-5,527	Closed	-$289K	–	1368
2025 Q2	$289K	Buy	5,527 +145	+3%	+$7.25K	0.01%	1020
2025 Q1	$275K	Sell	5,382 -497	-8%	-$25.8K	0.01%	980
2024 Q4	$301K	Sell	5,879 -144	-2%	-$7.66K	0.01%	939
2024 Q3	$318K	Sell	6,023 -475	-7%	-$24.2K	0.01%	891
2024 Q2	$317K	Buy	6,498 +123	+2%	+$6.01K	0.01%	841
2024 Q1	$319K	Sell	6,375 -118	-2%	-$5.63K	0.01%	843
2023 Q4	$303K	Buy	6,493 +887	+16%	+$38.3K	0.01%	833
2023 Q3	$231K	Sell	5,606 -55,016	-91%	-$2.38M	0.01%	785
2023 Q2	$2.62M	Buy	60,622 +13,614	+29%	+$562K	0.13%	173
2023 Q1	$1.91M	Buy	+47,008	New	+$1.9M	0.12%	185

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Apollon Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 13% in Q1 2026, buying an estimated $55.9K and bringing the position to 8,114 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #900.

Apollon Wealth Management first reported a position in SPYV in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.62M in Q2 2023. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Apollon Wealth Management held 8,114 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $459K as of Q1 2026.
Apollon Wealth Management bought 963 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $55.9K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #900 holding.
Apollon Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and has held it in 12 quarters since.
Apollon Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.62M in Q2 2023.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.