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

Bernardo Wealth Planning’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	$223K	Buy	3,676 +2	+0.1%	+$120	0.04%	130
2026 Q1	$208K	Buy	3,674 +1	+0%	+$58	0.04%	124
2025 Q4	$209K	Buy	3,673 +3	+0.1%	+$169	0.04%	123
2025 Q3	$203K	Buy	+3,670	New	+$198K	0.04%	123
2020 Q1	–	Sell	-7,279	Closed	-$254K	–	159
2019 Q4	$254K	Sell	7,279 -5,340	-42%	-$178K	0.15%	138
2019 Q3	$403K	Buy	+12,619	New	+$397K	0.29%	91

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

Bernardo Wealth Planning's SPYV Position: Q2 2026 in Review

Bernardo Wealth Planning increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.05% in Q2 2026, buying an estimated $120 and bringing the position to 3,676 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #130.

Bernardo Wealth Planning first reported a position in SPYV in Q3 2019 and has held it in 6 quarters since. The position peaked at $403K in Q3 2019. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Bernardo Wealth Planning held 3,676 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $223K as of Q2 2026.
Bernardo Wealth Planning bought 2 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $120.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of Bernardo Wealth Planning's portfolio in Q2 2026, its #130 holding.
Bernardo Wealth Planning first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2019 and has held it in 6 quarters since.
Bernardo Wealth Planning's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $403K in Q3 2019.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.