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

Bensler’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	$10.5M	Buy	172,288 +11,972	+7%	+$717K	0.93%	35
2026 Q1	$9.07M	Buy	160,316 +7,226	+5%	+$419K	0.94%	41
2025 Q4	$8.7M	Buy	153,090 +13,942	+10%	+$783K	0.87%	42
2025 Q3	$7.7M	Buy	139,148 +5,162	+4%	+$278K	0.8%	42
2025 Q2	$7.01M	Buy	133,986 +7,621	+6%	+$381K	0.78%	44
2025 Q1	$6.45M	Buy	126,365 +15,739	+14%	+$816K	0.81%	44
2024 Q4	$5.66M	Buy	110,626 +15,263	+16%	+$812K	0.67%	49
2024 Q3	$5.04M	Buy	95,363 +12,209	+15%	+$621K	0.64%	49
2024 Q2	$4.05M	Buy	83,154 +6,941	+9%	+$339K	0.55%	55
2024 Q1	$3.82M	Buy	+76,213	New	+$3.63M	0.55%	56
2023 Q2	–	Sell	-5,079	Closed	-$207K	–	163
2023 Q1	$207K	Sell	5,079 -1,683	-25%	-$68.2K	0.04%	149
2022 Q4	$263K	Sell	6,762 -1,458	-18%	-$55.8K	0.06%	132
2022 Q3	$284K	Buy	8,220 +198	+2%	+$7.51K	0.07%	119
2022 Q2	$295K	Sell	8,022 -440	-5%	-$17.4K	0.07%	117
2022 Q1	$353K	Buy	+8,462	New	+$349K	0.07%	115

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

Bensler's SPYV Position: Q2 2026 in Review

Bensler increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 7.5% in Q2 2026, buying an estimated $717K and bringing the position to 172,288 shares worth $10.5M. The position accounts for 0.93% of the portfolio, ranked #35.

Bensler first reported a position in SPYV in Q1 2022 and has held it in 15 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Bensler held 172,288 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $10.5M as of Q2 2026.
Bensler bought 11,972 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $717K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.93% of Bensler's portfolio in Q2 2026, its #35 holding.
Bensler first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and has held it in 15 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.