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 Q2	$3.44M	Buy	56,555 +1,563	+3%	+$93.5K	1.65%	15
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 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

Axis Wealth Partners's SPYV Position: Q2 2026 in Review

Axis Wealth Partners increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.8% in Q2 2026, buying an estimated $93.5K and bringing the position to 56,555 shares worth $3.44M. The position accounts for 1.65% of the portfolio, ranked #15.

Axis Wealth Partners first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Axis Wealth Partners held 56,555 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.44M as of Q2 2026.
Axis Wealth Partners bought 1,563 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $93.5K.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.65% of Axis Wealth Partners's portfolio in Q2 2026, its #15 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 7 quarters since.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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