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

Blume Capital Management’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 		$6.81K Hold
112
– – ﹤0.01% 297
2026
Q1 		$6.34K Hold
112
– – ﹤0.01% 292
2025
Q4 		$6.36K Hold
112
– – ﹤0.01% 282
2025
Q3 		$6.2K Buy
+112
New +$6.03K ﹤0.01% 298

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

Blume Capital Management's SPYV Position: Q2 2026 in Review

Blume Capital Management held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 112 shares worth $6.81K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Blume Capital Management first reported a position in SPYV in Q3 2025 and has held it in 4 quarters since. 835 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Blume Capital Management held 112 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $6.81K as of Q2 2026.
  • Blume Capital Management left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Blume Capital Management's portfolio in Q2 2026, its #297 holding.
  • Blume Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2025 and has held it in 4 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 Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.