BF
SPYV icon

Benchmark Financial’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Benchmark Financial’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 		$5.23M Sell
86,110
-1,550
-2% -$92.8K 4.27% 7
2026
Q1 		$4.96M Buy
87,660
+13,108
+18% +$760K 4.45% 7
2025
Q4 		$4.24M Buy
+74,552
New +$4.19M 4.22% 8

Other funds holding SPYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Benchmark Financial's SPYV Position: Q2 2026 in Review

Benchmark Financial reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.8% in Q2 2026, selling an estimated $92.8K and leaving 86,110 shares worth $5.23M. The position accounts for 4.27% of the portfolio, ranked #7.

Benchmark Financial first reported a position in SPYV in Q4 2025 and has held it in 3 quarters since. 835 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Benchmark Financial held 86,110 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $5.23M as of Q2 2026.
  • Benchmark Financial sold 1,550 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $92.8K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 4.27% of Benchmark Financial's portfolio in Q2 2026, its #7 holding.
  • Benchmark Financial first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 835 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Benchmark Financial's 13F filing for Q2 2026, filed 22 Jul 2026.