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

Atticus 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	$4.73M	Sell	77,884 -180,128	-70%	-$10.8M	1.13%	15
2026 Q1	$14.6M	Sell	258,012 -13,829	-5%	-$802K	3.96%	5
2025 Q4	$15.4M	Buy	271,841 +9,774	+4%	+$549K	3.81%	5
2025 Q3	$14.5M	Sell	262,067 -10,420	-4%	-$561K	3.66%	5
2025 Q2	$14.3M	Buy	272,487 +2,479	+0.9%	+$124K	3.85%	4
2025 Q1	$13.8M	Sell	270,008 -125,784	-32%	-$6.52M	4.5%	4
2024 Q4	$20.2M	Sell	395,792 -1,070	-0.3%	-$56.9K	6.29%	2
2024 Q3	$21M	Buy	396,862 +10,872	+3%	+$553K	6.74%	2
2024 Q2	$18.8M	Buy	385,990 +3,187	+0.8%	+$156K	6.15%	3
2024 Q1	$19.2M	Buy	382,803 +13,021	+4%	+$621K	6.27%	3
2023 Q4	$17.2M	Sell	369,782 -70,548	-16%	-$3.04M	6.08%	3
2023 Q3	$18.2M	Buy	440,330 +16,462	+4%	+$713K	6.96%	3
2023 Q2	$18.3M	Buy	423,868 +6,723	+2%	+$278K	6.75%	3
2023 Q1	$17M	Buy	417,145 +329,571	+376%	+$13.4M	6.49%	3
2022 Q4	$3.41M	Sell	87,574 -1,078	-1%	-$41.3K	1.4%	14
2022 Q3	$3.26M	Hold	88,652	–	–	1.58%	12
2022 Q2	$3.26M	Buy	88,652 +61,486	+226%	+$2.43M	1.36%	15
2022 Q1	$1.13M	Buy	27,166 +26,758	+6,558%	+$1.1M	0.41%	50
2021 Q4	$17K	Hold	408	–	–	0.01%	321
2021 Q3	$16K	Hold	408	–	–	0.01%	326
2021 Q2	$16K	Hold	408	–	–	0.01%	305
2021 Q1	$15K	Hold	408	–	–	0.01%	289
2020 Q4	$14K	Hold	408	–	–	0.01%	280
2020 Q3	$12K	Buy	+408	New	+$12.4K	0.01%	248

Other funds holding SPYV

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

SQA

Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Atticus Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 70% in Q2 2026, selling an estimated $10.8M and leaving 77,884 shares worth $4.73M. The position accounts for 1.13% of the portfolio, ranked #15.

Atticus Wealth Management first reported a position in SPYV in Q3 2020 and has held it in 24 quarters since. The position peaked at $21M in Q3 2024. 503 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Atticus Wealth Management held 77,884 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $4.73M as of Q2 2026.
Atticus Wealth Management sold 180,128 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $10.8M.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.13% of Atticus Wealth Management's portfolio in Q2 2026, its #15 holding.
Atticus Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2020 and has held it in 24 quarters since.
Atticus Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $21M in Q3 2024.
503 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.