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

Asempa Wealth Advisors’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	$773K	Sell	12,719 -1,320	-9%	-$79K	0.58%	59
2026 Q1	$795K	Sell	14,039 -2,601	-16%	-$151K	0.69%	49
2025 Q4	$945K	Buy	+16,640	New	+$935K	0.81%	41

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

Asempa Wealth Advisors's SPYV Position: Q2 2026 in Review

Asempa Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 9.4% in Q2 2026, selling an estimated $79K and leaving 12,719 shares worth $773K. The position accounts for 0.58% of the portfolio, ranked #59.

Asempa Wealth Advisors first reported a position in SPYV in Q4 2025 and has held it in 3 quarters since. The position peaked at $945K in Q4 2025. 1,205 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Asempa Wealth Advisors held 12,719 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $773K as of Q2 2026.
Asempa Wealth Advisors sold 1,320 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $79K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.58% of Asempa Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Asempa Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
Asempa Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $945K in Q4 2025.
1,205 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Asempa Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.