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

Aviso 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	$432K	Buy	7,112 +56	+0.8%	+$3.35K	0.15%	107
2026 Q1	$399K	Sell	7,056 -990	-12%	-$57.4K	0.18%	104
2025 Q4	$457K	Sell	8,046 -2,733	-25%	-$154K	0.19%	101
2025 Q3	$596K	Sell	10,779 -102	-0.9%	-$5.49K	0.26%	82
2025 Q2	$570K	Buy	10,881 +3,160	+41%	+$158K	0.27%	87
2025 Q1	$394K	Sell	7,721 -104	-1%	-$5.39K	0.21%	97
2024 Q4	$400K	Sell	7,825 -45	-0.6%	-$2.39K	0.2%	100
2024 Q3	$416K	Sell	7,870 -993	-11%	-$50.5K	0.23%	96
2024 Q2	$432K	Sell	8,863 -465	-5%	-$22.7K	0.26%	86
2024 Q1	$467K	Sell	9,328 -596	-6%	-$28.4K	0.29%	83
2023 Q4	$463K	Buy	+9,924	New	+$428K	0.34%	76

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

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

Aviso Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.79% in Q2 2026, buying an estimated $3.35K and bringing the position to 7,112 shares worth $432K. The position accounts for 0.15% of the portfolio, ranked #107.

Aviso Wealth Management first reported a position in SPYV in Q4 2023 and has held it in 11 quarters since. The position peaked at $596K in Q3 2025. 1,217 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Aviso Wealth Management held 7,112 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $432K as of Q2 2026.
Aviso Wealth Management bought 56 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $3.35K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.15% of Aviso Wealth Management's portfolio in Q2 2026, its #107 holding.
Aviso Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
Aviso Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $596K in Q3 2025.
1,217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.