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

BCGM 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 		$813K Sell
13,367
-398
-3% -$23.8K 0.17% 96
2026
Q1 		$779K Buy
13,765
+5
+0% +$290 0.2% 91
2025
Q4 		$782K Buy
13,760
+4
+0% +$225 0.2% 90
2025
Q3 		$761K Sell
13,756
-262
-2% -$14.1K 0.2% 92
2025
Q2 		$734K Sell
14,018
-476
-3% -$23.8K 0.21% 85
2025
Q1 		$740K Sell
14,494
-151
-1% -$7.83K 0.23% 83
2024
Q4 		$749K Sell
14,645
-743
-5% -$39.5K 0.24% 80
2024
Q3 		$813K Sell
15,388
-1,547
-9% -$78.7K 0.26% 75
2024
Q2 		$825K Sell
16,935
-238
-1% -$11.6K 0.29% 72
2024
Q1 		$860K Sell
17,173
-50
-0.3% -$2.38K 0.31% 67
2023
Q4 		$803K Sell
17,223
-1,164
-6% -$50.2K 0.33% 62
2023
Q3 		$759K Buy
18,387
+1,470
+9% +$63.7K 0.35% 60
2023
Q2 		$731K Buy
16,917
+776
+5% +$32K 0.32% 60
2023
Q1 		$657K Buy
16,141
+841
+5% +$34.1K 0.33% 60
2022
Q4 		$595K Buy
15,300
+4,347
+40% +$167K 0.29% 63
2022
Q3 		$414K Buy
+10,953
New +$416K 0.21% 69

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BCGM Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.9% in Q2 2026, selling an estimated $23.8K and leaving 13,367 shares worth $813K. The position accounts for 0.17% of the portfolio, ranked #96.

BCGM Wealth Management first reported a position in SPYV in Q3 2022 and has held it in 16 quarters since. The position peaked at $860K in Q1 2024. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • BCGM Wealth Management held 13,367 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $813K as of Q2 2026.
  • BCGM Wealth Management sold 398 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $23.8K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.17% of BCGM Wealth Management's portfolio in Q2 2026, its #96 holding.
  • BCGM Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2022 and has held it in 16 quarters since.
  • BCGM Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $860K in Q1 2024.
  • 1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.