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

Brookwood Investment 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	$354K	Buy	5,824 +1,663	+40%	+$99.5K	0.04%	372
2026 Q1	$235K	Sell	4,161 -1,336	-24%	-$77.5K	0.03%	447
2025 Q4	$312K	Buy	+5,497	New	+$309K	0.04%	385
2025 Q3	–	Sell	-3,985	Closed	-$209K	–	539
2025 Q2	$209K	Buy	+3,985	New	+$199K	0.03%	413

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

Brookwood Investment Group's SPYV Position: Q2 2026 in Review

Brookwood Investment Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 40% in Q2 2026, buying an estimated $99.5K and bringing the position to 5,824 shares worth $354K. The position accounts for 0.04% of the portfolio, ranked #372.

Brookwood Investment Group first reported a position in SPYV in Q2 2025 and has held it in 4 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Brookwood Investment Group held 5,824 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $354K as of Q2 2026.
Brookwood Investment Group bought 1,663 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $99.5K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of Brookwood Investment Group's portfolio in Q2 2026, its #372 holding.
Brookwood Investment Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 4 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.