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 Q2	$3.22M	Sell	52,913 -10	-0%	-$598	0.49%	41
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 $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

Brady Martz Wealth Solutions's SPYV Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.02% in Q2 2026, selling an estimated $598 and leaving 52,913 shares worth $3.22M. The position accounts for 0.49% of the portfolio, ranked #41.

Brady Martz Wealth Solutions first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.27M in Q3 2025. 1,217 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Brady Martz Wealth Solutions held 52,913 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.22M as of Q2 2026.
Brady Martz Wealth Solutions sold 10 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $598.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.49% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #41 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 7 quarters since.
Brady Martz Wealth Solutions's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $3.27M in Q3 2025.
1,217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.