Braun-Bostich & Associates’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Braun-Bostich & Associates’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	$5.3M	Sell	87,227 -29,097	-25%	-$1.74M	2.96%	8
2026 Q1	$6.58M	Sell	116,324 -18,881	-14%	-$1.1M	4.12%	3
2025 Q4	$7.68M	Buy	135,205 +34,153	+34%	+$1.92M	4.74%	3
2025 Q3	$5.59M	Buy	101,052 +6,437	+7%	+$347K	3.52%	5
2025 Q2	$4.95M	Buy	94,615 +12,996	+16%	+$649K	3.38%	7
2025 Q1	$4.17M	Buy	81,619 +29,804	+58%	+$1.55M	3.08%	8
2024 Q4	$2.65M	Buy	51,815 +808	+2%	+$43K	1.91%	15
2024 Q3	$2.7M	Buy	51,007 +1,547	+3%	+$78.7K	1.88%	17
2024 Q2	$2.41M	Buy	49,460 +17,219	+53%	+$842K	1.79%	15
2024 Q1	$1.62M	Buy	32,241 +11,081	+52%	+$528K	1.35%	17
2023 Q4	$987K	Sell	21,160 -1,193	-5%	-$51.5K	0.89%	26
2023 Q3	$922K	Buy	+22,353	New	+$968K	1.72%	12

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

Braun-Bostich & Associates's SPYV Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 25% in Q2 2026, selling an estimated $1.74M and leaving 87,227 shares worth $5.3M. The position accounts for 2.96% of the portfolio, ranked #8.

Braun-Bostich & Associates first reported a position in SPYV in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.68M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Braun-Bostich & Associates held 87,227 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $5.3M as of Q2 2026.
Braun-Bostich & Associates sold 29,097 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.74M.
State Street SPDR Portfolio S&P 500 Value ETF made up 2.96% of Braun-Bostich & Associates's portfolio in Q2 2026, its #8 holding.
Braun-Bostich & Associates first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2023 and has held it in 12 quarters since.
Braun-Bostich & Associates's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $7.68M in Q4 2025.
1,211 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.