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

Aprio 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 Q2	–	Sell	-5,720	Closed	-$324K	–	660
2026 Q1	$324K	Buy	+5,720	New	+$332K	0.02%	464
2024 Q1	–	Sell	-25,245	Closed	-$1.18M	–	259
2023 Q4	$1.18M	Sell	25,245 -582	-2%	-$25.1K	0.26%	46
2023 Q3	$1.07M	Buy	25,827 +76	+0.3%	+$3.29K	0.29%	45
2023 Q2	$1.11M	Buy	+25,751	New	+$1.06M	0.31%	40
2022 Q2	–	Sell	-61,964	Closed	-$2.59M	–	105
2022 Q1	$2.59M	Buy	+61,964	New	+$2.56M	0.99%	27
2021 Q3	–	Sell	-43,061	Closed	-$1.7M	–	77
2021 Q2	$1.7M	Buy	+43,061	New	+$1.7M	0.81%	26
2020 Q2	–	Sell	-43,353	Closed	-$1.12M	–	78
2020 Q1	$1.12M	Sell	43,353 -77,693	-64%	-$2.48M	1.42%	12
2019 Q4	$4.23M	Buy	+121,046	New	+$4.04M	3.12%	10

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

Aprio Wealth Management's SPYV Position: Q2 2026 in Review

Aprio Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026, closing a stake of 5,720 shares — an estimated $324K sold.

Aprio Wealth Management first reported a position in SPYV in Q4 2019 and held it in 8 quarters. The position peaked at $4.23M in Q4 2019. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Aprio Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
Aprio Wealth Management sold 5,720 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $324K.
Aprio Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and held it in 8 quarters.
Aprio Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.23M in Q4 2019.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.