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

Auour Investments’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	$10M	Sell	165,322 -1,332	-0.8%	-$79.7K	2.88%	6
2026 Q1	$9.43M	Buy	166,654 +2,149	+1%	+$125K	2.97%	6
2025 Q4	$9.35M	Sell	164,505 -4,974	-3%	-$279K	2.97%	6
2025 Q3	$9.38M	Buy	169,479 +8,165	+5%	+$440K	3.05%	5
2025 Q2	$8.44M	Buy	161,314 +4,833	+3%	+$242K	2.9%	5
2025 Q1	$7.7M	Buy	156,481 +11,301	+8%	+$586K	2.79%	6
2024 Q4	$7.64M	Buy	145,180 +6,189	+4%	+$329K	2.67%	6
2024 Q3	$7.31M	Buy	138,991 +1,945	+1%	+$99K	2.61%	6
2024 Q2	$6.68M	Buy	137,046 +2,733	+2%	+$134K	2.49%	8
2024 Q1	$6.73M	Sell	134,313 -187	-0.1%	-$8.91K	2.48%	7
2023 Q4	$6.27M	Buy	134,500 +302	+0.2%	+$13K	2.47%	6
2023 Q3	$5.55M	Buy	134,198 +1,565	+1%	+$67.8K	2.34%	6
2023 Q2	$5.73M	Buy	+132,633	New	+$5.48M	2.43%	6

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

Auour Investments's SPYV Position: Q2 2026 in Review

Auour Investments reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.8% in Q2 2026, selling an estimated $79.7K and leaving 165,322 shares worth $10M. The position accounts for 2.88% of the portfolio, ranked #6.

Auour Investments first reported a position in SPYV in Q2 2023 and has held it in 13 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Auour Investments held 165,322 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $10M as of Q2 2026.
Auour Investments sold 1,332 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $79.7K.
State Street SPDR Portfolio S&P 500 Value ETF made up 2.88% of Auour Investments's portfolio in Q2 2026, its #6 holding.
Auour Investments first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and has held it in 13 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Auour Investments's 13F filing for Q2 2026, filed 21 Jul 2026.