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

Barnes Wealth Management Group’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	$853K	Buy	14,038 +645	+5%	+$38.6K	0.39%	65
2026 Q1	$758K	Sell	13,393 -1,798	-12%	-$104K	0.38%	72
2025 Q4	$863K	Sell	15,191 -605	-4%	-$34K	0.46%	56
2025 Q3	$874K	Sell	15,796 -1,599	-9%	-$86.1K	0.48%	53
2025 Q2	$910K	Buy	17,395 +47	+0.3%	+$2.35K	0.54%	49
2025 Q1	$886K	Sell	17,348 -1,629	-9%	-$84.5K	0.57%	47
2024 Q4	$970K	Buy	+18,977	New	+$1.01M	0.65%	43

Other funds holding SPYV

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

SQA

Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Barnes Wealth Management Group's SPYV Position: Q2 2026 in Review

Barnes Wealth Management Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.8% in Q2 2026, buying an estimated $38.6K and bringing the position to 14,038 shares worth $853K. The position accounts for 0.39% of the portfolio, ranked #65.

Barnes Wealth Management Group first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $970K in Q4 2024. 503 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Barnes Wealth Management Group held 14,038 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $853K as of Q2 2026.
Barnes Wealth Management Group bought 645 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $38.6K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.39% of Barnes Wealth Management Group's portfolio in Q2 2026, its #65 holding.
Barnes Wealth Management Group 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.
Barnes Wealth Management Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $970K in Q4 2024.
503 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.