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

Axis Wealth 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
Q1 		$3.11M Buy
54,992
+2,996
+6% +$174K 1.65% 14
2025
Q4 		$2.95M Buy
51,996
+1,121
+2% +$63K 1.63% 14
2025
Q3 		$2.81M Buy
50,875
+3,100
+6% +$167K 1.65% 16
2025
Q2 		$2.5M Buy
47,775
+9,544
+25% +$477K 1.64% 18
2025
Q1 		$1.95M Buy
38,231
+1,894
+5% +$98.2K 1.44% 20
2024
Q4 		$1.86M Buy
+36,337
New +$1.93M 1.57% 18

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Axis Wealth Partners's SPYV Position: Q1 2026 in Review

Axis Wealth Partners increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5.8% in Q1 2026, buying an estimated $174K and bringing the position to 54,992 shares worth $3.11M. The position accounts for 1.65% of the portfolio, ranked #14.

Axis Wealth Partners first reported a position in SPYV in Q4 2024 and has held it in 6 quarters since. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Axis Wealth Partners held 54,992 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.11M as of Q1 2026.
  • Axis Wealth Partners bought 2,996 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $174K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 1.65% of Axis Wealth Partners's portfolio in Q1 2026, its #14 holding.
  • Axis Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.