Bridgewealth Advisory Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Bridgewealth Advisory 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	$1.76M	Sell	28,966 -659	-2%	-$39.4K	0.33%	44
2026 Q1	$1.68M	Buy	29,625 +1,820	+7%	+$106K	0.35%	43
2025 Q4	$1.58M	Buy	27,805 +1,574	+6%	+$88.4K	0.35%	49
2025 Q3	$1.45M	Sell	26,231 -2,155	-8%	-$116K	0.34%	44
2025 Q2	$1.49M	Sell	28,386 -3,153	-10%	-$158K	0.38%	42
2025 Q1	$1.61M	Sell	31,539 -1,714	-5%	-$88.9K	2.12%	15
2024 Q4	$1.76M	Sell	33,253 -10,457	-24%	-$556K	0.5%	38
2024 Q3	$2.31M	Buy	43,710 +441	+1%	+$22.4K	0.84%	27
2024 Q2	$2.11M	Buy	43,269 +2,559	+6%	+$125K	0.93%	26
2024 Q1	$2.04M	Buy	40,710 +9,526	+31%	+$454K	1%	26
2023 Q4	$1.45M	Buy	31,184 +5,537	+22%	+$239K	1.11%	24
2023 Q3	$1.06M	Buy	25,647 +17,756	+225%	+$769K	1.3%	18
2023 Q2	$341K	Buy	7,891 +901	+13%	+$37.2K	0.55%	35
2023 Q1	$285K	Sell	6,990 -2,098	-23%	-$85K	0.52%	37
2022 Q4	$353K	Buy	+9,088	New	+$348K	0.69%	30

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

Bridgewealth Advisory Group's SPYV Position: Q2 2026 in Review

Bridgewealth Advisory Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.2% in Q2 2026, selling an estimated $39.4K and leaving 28,966 shares worth $1.76M. The position accounts for 0.33% of the portfolio, ranked #44.

Bridgewealth Advisory Group first reported a position in SPYV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.31M in Q3 2024. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Bridgewealth Advisory Group held 28,966 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.76M as of Q2 2026.
Bridgewealth Advisory Group sold 659 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $39.4K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.33% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #44 holding.
Bridgewealth Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
Bridgewealth Advisory Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.31M in Q3 2024.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.