Avantax Planning Partners’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Avantax Planning Partners’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	$30.9M	Sell	509,111 -35,789	-7%	-$2.14M	0.77%	26
2026 Q1	$30.8M	Buy	544,900 +4,893	+0.9%	+$284K	0.85%	26
2025 Q4	$30.7M	Sell	540,007 -22,982	-4%	-$1.29M	0.86%	22
2025 Q3	$31.2M	Sell	562,989 -17,284	-3%	-$931K	0.89%	22
2025 Q2	$30.4M	Buy	580,273 +70,769	+14%	+$3.54M	0.96%	21
2025 Q1	$26M	Buy	509,504 +56,855	+13%	+$2.95M	0.92%	22
2024 Q4	$23.1M	Sell	452,649 -12,861	-3%	-$684K	0.83%	23
2024 Q3	$24.6M	Sell	465,510 -118,196	-20%	-$6.02M	0.88%	20
2024 Q2	$28.4M	Sell	583,706 -25,672	-4%	-$1.25M	0.91%	18
2024 Q1	$30.5M	Sell	609,378 -80,440	-12%	-$3.84M	0.99%	19
2023 Q4	$32.2M	Buy	689,818 +68,116	+11%	+$2.94M	1.23%	15
2023 Q3	$25.7M	Sell	621,702 -12,114	-2%	-$525K	1.07%	18
2023 Q2	$27.4M	Buy	633,816 +8,017	+1%	+$331K	1.09%	18
2023 Q1	$25.5M	Buy	625,799 +42,290	+7%	+$1.71M	1.03%	19
2022 Q4	$22.7M	Sell	583,509 -171,911	-23%	-$6.58M	0.9%	19
2022 Q3	$26.1M	Sell	755,420 -222,613	-23%	-$8.45M	1.17%	15
2022 Q2	$36M	Buy	978,033 +838,897	+603%	+$33.2M	1.54%	10
2022 Q1	$5.81M	Buy	139,136 +98,689	+244%	+$4.07M	0.23%	46
2021 Q4	$1.7M	Buy	40,447 +6,414	+19%	+$262K	0.07%	116
2021 Q3	$1.33M	Hold	34,033	–	–	0.06%	112
2021 Q2	$1.35M	Sell	34,033 -34,815	-51%	-$1.38M	0.06%	113
2021 Q1	$2.61M	Sell	68,848 -734	-1%	-$26.5K	0.13%	67
2020 Q4	$2.39M	Sell	69,582 -25,607	-27%	-$832K	0.12%	66
2020 Q3	$2.88M	Sell	95,189 -1,986,283	-95%	-$60.4M	0.15%	55
2020 Q2	$60.3M	Buy	2,081,472 +2,070,811	+19,424%	+$59M	3.41%	6
2020 Q1	$275K	Buy	10,661 +971	+10%	+$31K	0.02%	216
2019 Q4	$338K	Hold	9,690	–	–	0.02%	220
2019 Q3	$310K	Buy	+9,690	New	+$305K	0.02%	225
2018 Q4	–	Sell	-168	Closed	-$5K	–	1063
2018 Q3	$5K	Buy	+168	New	+$5.18K	﹤0.01%	1114

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

Avantax Planning Partners's SPYV Position: Q2 2026 in Review

Avantax Planning Partners reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.6% in Q2 2026, selling an estimated $2.14M and leaving 509,111 shares worth $30.9M. The position accounts for 0.77% of the portfolio, ranked #26.

Avantax Planning Partners first reported a position in SPYV in Q3 2018 and has held it in 29 quarters since. The position peaked at $60.3M in Q2 2020. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Avantax Planning Partners held 509,111 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $30.9M as of Q2 2026.
Avantax Planning Partners sold 35,789 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $2.14M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.77% of Avantax Planning Partners's portfolio in Q2 2026, its #26 holding.
Avantax Planning Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2018 and has held it in 29 quarters since.
Avantax Planning Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $60.3M in Q2 2020.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.