Aureum Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
Other funds holding SPYV
AF
VA
Aureum Wealth Management's SPYV Position: Q2 2026 in Review
Aureum Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5.6% in Q2 2026, buying an estimated $711K and bringing the position to 223,035 shares worth $13.6M. The position accounts for 8.41% of the portfolio, ranked #2.
Aureum Wealth Management first reported a position in SPYV in Q4 2025 and has held it in 3 quarters since. 1,205 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.
- Aureum Wealth Management held 223,035 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $13.6M as of Q2 2026.
- Aureum Wealth Management bought 11,876 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $711K.
- State Street SPDR Portfolio S&P 500 Value ETF made up 8.41% of Aureum Wealth Management's portfolio in Q2 2026, its #2 holding.
- Aureum Wealth Management 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.
- 1,205 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.
Based on Aureum Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.