Brand Asset Management Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Brand Asset Management Group’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	$686K	Buy	11,278 +19	+0.2%	+$1.14K	0.15%	98
2026 Q1	$637K	Buy	11,259 +981	+10%	+$56.9K	0.17%	89
2025 Q4	$584K	Sell	10,278 -380	-4%	-$21.3K	0.16%	80
2025 Q3	$590K	Buy	+10,658	New	+$574K	0.17%	79

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

Brand Asset Management Group's SPYV Position: Q2 2026 in Review

Brand Asset Management Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.17% in Q2 2026, buying an estimated $1.14K and bringing the position to 11,278 shares worth $686K. The position accounts for 0.15% of the portfolio, ranked #98.

Brand Asset Management Group first reported a position in SPYV in Q3 2025 and has held it in 4 quarters since. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Brand Asset Management Group held 11,278 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $686K as of Q2 2026.
Brand Asset Management Group bought 19 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.14K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.15% of Brand Asset Management Group's portfolio in Q2 2026, its #98 holding.
Brand Asset Management Group 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.
1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.