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

BCS 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 		$12.3M Buy
202,146
+4,814
+2% +$288K 2.21% 8
2026
Q1 		$11.2M Sell
197,332
-165,249
-46% -$9.59M 2.28% 8
2025
Q4 		$20.6M Buy
362,581
+185,860
+105% +$10.4M 2.08% 9
2025
Q3 		$9.78M Sell
176,721
-238
-0.1% -$12.8K 2.2% 9
2025
Q2 		$9.26M Buy
176,959
+4,886
+3% +$244K 1.99% 10
2025
Q1 		$8.79M Buy
172,073
+307
+0.2% +$15.9K 2.26% 7
2024
Q4 		$8.78M Buy
171,766
+23,977
+16% +$1.28M 2.18% 7
2024
Q3 		$7.81M Buy
147,789
+12,028
+9% +$612K 3.32% 6
2024
Q2 		$6.62M Buy
135,761
+15,060
+12% +$736K 3.22% 7
2024
Q1 		$6.05M Sell
120,701
-3,240
-3% -$154K 1.94% 8
2023
Q4 		$5.78M Buy
123,941
+9,403
+8% +$406K 2.13% 8
2023
Q3 		$4.73M Buy
114,538
+13,162
+13% +$570K 1.97% 11
2023
Q2 		$4.38M Buy
101,376
+2,653
+3% +$110K 3.2% 7
2023
Q1 		$4.02M Buy
98,723
+17,260
+21% +$699K 1.82% 13
2022
Q4 		$3.17M Buy
81,463
+37,699
+86% +$1.44M 1.33% 19
2022
Q3 		$1.51M Buy
43,764
+8,645
+25% +$328K 0.71% 32
2022
Q2 		$1.29M Buy
35,119
+11,478
+49% +$455K 0.57% 42
2022
Q1 		$987K Buy
+23,641
New +$975K 0.41% 58

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

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

BCS Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.4% in Q2 2026, buying an estimated $288K and bringing the position to 202,146 shares worth $12.3M. The position accounts for 2.21% of the portfolio, ranked #8.

BCS Wealth Management first reported a position in SPYV in Q1 2022 and has held it in 18 quarters since. The position peaked at $20.6M in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • BCS Wealth Management held 202,146 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $12.3M as of Q2 2026.
  • BCS Wealth Management bought 4,814 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $288K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 2.21% of BCS Wealth Management's portfolio in Q2 2026, its #8 holding.
  • BCS Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and has held it in 18 quarters since.
  • BCS Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $20.6M in Q4 2025.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.