Brown Miller Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Brown Miller Wealth Management’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	$1.02M	Buy	16,804 +1,321	+9%	+$79.1K	0.26%	70
2026 Q1	$876K	Buy	15,483 +1,488	+11%	+$86.3K	0.25%	76
2025 Q4	$795K	Sell	13,995 -2,449	-15%	-$138K	0.22%	77
2025 Q3	$910K	Buy	16,444 +768	+5%	+$41.4K	0.26%	70
2025 Q2	$820K	Buy	+15,676	New	+$783K	0.25%	75
2024 Q3	–	Sell	-17,747	Closed	-$865K	–	133
2024 Q2	$865K	Buy	17,747 +886	+5%	+$43.3K	0.36%	59
2024 Q1	$845K	Buy	16,861 +2,959	+21%	+$141K	0.37%	60
2023 Q4	$648K	Buy	13,902 +512	+4%	+$22.1K	0.32%	65
2023 Q3	$553K	Buy	13,390 +1,520	+13%	+$65.8K	0.31%	66
2023 Q2	$513K	Buy	11,870 +518	+5%	+$21.4K	0.28%	68
2023 Q1	$462K	Buy	11,352 +505	+5%	+$20.5K	0.27%	68
2022 Q4	$422K	Buy	10,847 +2,707	+33%	+$104K	0.27%	78
2022 Q3	$280K	Buy	+8,140	New	+$309K	0.2%	97

Other funds holding SPYV

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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Brown Miller Wealth Management's SPYV Position: Q2 2026 in Review

Brown Miller Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 8.5% in Q2 2026, buying an estimated $79.1K and bringing the position to 16,804 shares worth $1.02M. The position accounts for 0.26% of the portfolio, ranked #70.

Brown Miller Wealth Management first reported a position in SPYV in Q3 2022 and has held it in 13 quarters since. 409 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Brown Miller Wealth Management held 16,804 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.02M as of Q2 2026.
Brown Miller Wealth Management bought 1,321 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $79.1K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.26% of Brown Miller Wealth Management's portfolio in Q2 2026, its #70 holding.
Brown Miller Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2022 and has held it in 13 quarters since.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.