Brady Martz Wealth Solutions’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Brady Martz Wealth Solutions’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 Q1	$2.99M	Buy	52,923 +911	+2%	+$52.8K	0.51%	42
2025 Q4	$2.95M	Sell	52,012 -7,164	-12%	-$402K	0.52%	40
2025 Q3	$3.27M	Hold	59,176	–	–	0.59%	38
2025 Q2	$3.1M	Sell	59,176 -2,033	-3%	-$102K	0.6%	38
2025 Q1	$3.13M	Buy	61,209 +2,266	+4%	+$118K	0.71%	36
2024 Q4	$3M	Buy	+58,943	New	+$3.14M	0.72%	34

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

Brady Martz Wealth Solutions's SPYV Position: Q1 2026 in Review

Brady Martz Wealth Solutions increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.8% in Q1 2026, buying an estimated $52.8K and bringing the position to 52,923 shares worth $2.99M. The position accounts for 0.51% of the portfolio, ranked #42.

Brady Martz Wealth Solutions first reported a position in SPYV in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.27M in Q3 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Brady Martz Wealth Solutions held 52,923 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.99M as of Q1 2026.
Brady Martz Wealth Solutions bought 911 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $52.8K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.51% of Brady Martz Wealth Solutions's portfolio in Q1 2026, its #42 holding.
Brady Martz Wealth Solutions first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
Brady Martz Wealth Solutions's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $3.27M in Q3 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q1 2026, filed 15 Apr 2026.