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Brandywine Oak Private Wealth’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Brandywine Oak Private Wealth’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 		$34.4M Buy
565,753
+5,577
+1% +$334K 2.61% 8
2026
Q1 		$31.7M Buy
560,176
+18,519
+3% +$1.07M 2.66% 8
2025
Q4 		$30.8M Buy
541,657
+19,751
+4% +$1.11M 2.58% 9
2025
Q3 		$28.9M Buy
521,906
+2,069
+0.4% +$111K 2.51% 9
2025
Q2 		$27.2M Sell
519,837
-26,772
-5% -$1.34M 2.52% 10
2025
Q1 		$27.9M Buy
546,609
+20,141
+4% +$1.04M 2.74% 10
2024
Q4 		$26.9M Buy
526,468
+15,307
+3% +$814K 2.63% 10
2024
Q3 		$27M Buy
511,161
+14,642
+3% +$745K 2.61% 9
2024
Q2 		$24.2M Buy
496,519
+27,005
+6% +$1.32M 2.49% 9
2024
Q1 		$23.5M Buy
469,514
+27,638
+6% +$1.32M 2.45% 9
2023
Q4 		$20.6M Buy
441,876
+9,586
+2% +$413K 2.29% 9
2023
Q3 		$17.8M Sell
432,290
-11,290
-3% -$489K 2.09% 12
2023
Q2 		$19.2M Buy
443,580
+48,940
+12% +$2.02M 2.14% 11
2023
Q1 		$16.1M Buy
394,640
+38,069
+11% +$1.54M 1.88% 14
2022
Q4 		$13.9M Buy
356,571
+118,307
+50% +$4.53M 1.72% 12
2022
Q3 		$8.22M Buy
238,264
+197,270
+481% +$7.48M 1.12% 16
2022
Q2 		$1.51M Buy
+40,994
New +$1.62M 0.19% 79

Other funds holding SPYV

CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Brandywine Oak Private Wealth's SPYV Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1% in Q2 2026, buying an estimated $334K and bringing the position to 565,753 shares worth $34.4M. The position accounts for 2.61% of the portfolio, ranked #8.

Brandywine Oak Private Wealth first reported a position in SPYV in Q2 2022 and has held it in 17 quarters since. 617 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Brandywine Oak Private Wealth held 565,753 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $34.4M as of Q2 2026.
  • Brandywine Oak Private Wealth bought 5,577 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $334K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 2.61% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #8 holding.
  • Brandywine Oak Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.