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

Bill Few Associates’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 		$745K Buy
12,259
+2,656
+28% +$159K 0.16% 103
2026
Q1 		$543K Buy
9,603
+1,412
+17% +$81.9K 0.13% 115
2025
Q4 		$465K Buy
8,191
+141
+2% +$7.92K 0.11% 121
2025
Q3 		$445K Buy
8,050
+1,044
+15% +$56.2K 0.11% 120
2025
Q2 		$367K Sell
7,006
-376
-5% -$18.8K 0.1% 133
2025
Q1 		$377K Sell
7,382
-3
-0% -$156 0.13% 119
2024
Q4 		$378K Buy
7,385
+374
+5% +$19.9K 0.13% 117
2024
Q3 		$371K Buy
7,011
+646
+10% +$32.9K 0.13% 124
2024
Q2 		$310K Buy
6,365
+1,845
+41% +$90.2K 0.12% 128
2024
Q1 		$226K Sell
4,520
-280
-6% -$13.3K 0.09% 153
2023
Q4 		$224K Buy
+4,800
New +$207K 0.1% 138

Other funds holding SPYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Bill Few Associates's SPYV Position: Q2 2026 in Review

Bill Few Associates increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 28% in Q2 2026, buying an estimated $159K and bringing the position to 12,259 shares worth $745K. The position accounts for 0.16% of the portfolio, ranked #103.

Bill Few Associates first reported a position in SPYV in Q4 2023 and has held it in 11 quarters since. 220 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Bill Few Associates held 12,259 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $745K as of Q2 2026.
  • Bill Few Associates bought 2,656 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $159K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.16% of Bill Few Associates's portfolio in Q2 2026, its #103 holding.
  • Bill Few Associates first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 220 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.