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

Better Money Decisions’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
2025 Q2	$1.92M	Buy	36,647 +1,062	+3%	+$53.1K	1.17%	18
2025 Q1	$1.82M	Sell	35,585 -2,533	-7%	-$131K	1.21%	17
2024 Q4	$1.95M	Buy	38,118 +3,357	+10%	+$179K	1.35%	15
2024 Q3	$1.84M	Buy	34,761 +1,283	+4%	+$65.3K	1.3%	16
2024 Q2	$1.63M	Buy	33,478 +3,447	+11%	+$168K	1.23%	17
2024 Q1	$1.5M	Buy	30,031 +735	+3%	+$35K	1.19%	18
2023 Q4	$1.37M	Buy	29,296 +2,267	+8%	+$97.8K	1.13%	17
2023 Q3	$1.12M	Buy	27,029 +2,832	+12%	+$123K	0.98%	18
2023 Q2	$1.05M	Buy	24,197 +1,305	+6%	+$53.9K	0.85%	21
2023 Q1	$932K	Buy	22,892 +9,470	+71%	+$384K	0.79%	24
2022 Q4	$522K	Buy	13,422 +13	+0.1%	+$498	0.45%	37
2022 Q3	$462K	Buy	13,409 +14	+0.1%	+$531	0.45%	36
2022 Q2	$493K	Buy	13,395 +14	+0.1%	+$554	0.42%	37
2022 Q1	$559K	Buy	13,381 +8	+0.1%	+$330	0.52%	35
2021 Q4	$562K	Sell	13,373 -375	-3%	-$15.3K	0.47%	37
2021 Q3	$536K	Buy	13,748 +64	+0.5%	+$2.56K	0.44%	38
2021 Q2	$541K	Sell	13,684 -532	-4%	-$21K	0.48%	35
2021 Q1	$539K	Buy	+14,216	New	+$514K	0.56%	28

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Better Money Decisions's SPYV Position: Q2 2025 in Review

Better Money Decisions increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3% in Q2 2025, buying an estimated $53.1K and bringing the position to 36,647 shares worth $1.92M. The position accounts for 1.17% of the portfolio, ranked #18.

Better Money Decisions first reported a position in SPYV in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.95M in Q4 2024. 1,047 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

Better Money Decisions held 36,647 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.92M as of Q2 2025.
Better Money Decisions bought 1,062 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2025, an estimated $53.1K.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.17% of Better Money Decisions's portfolio in Q2 2025, its #18 holding.
Better Money Decisions first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2021 and has held it in 18 quarters since.
Better Money Decisions's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.95M in Q4 2024.
1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.