Buck Wealth Strategies’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Buck Wealth Strategies’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	$148K	Buy	+2,435	New	+$146K	0.02%	227
2026 Q1	–	Sell	-4,586	Closed	-$261K	–	185
2025 Q4	$261K	Buy	+4,586	New	+$258K	0.03%	143

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

Buck Wealth Strategies's SPYV Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 2,435 shares worth $148K. The stake represents 0.02% of the portfolio and ranks #227 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in SPYV as recently as Q4 2025.

Buck Wealth Strategies first reported a position in SPYV in Q4 2025 and has held it in 2 quarters since. The position peaked at $261K in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Buck Wealth Strategies held 2,435 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $148K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new Buck Wealth Strategies position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Buck Wealth Strategies's portfolio in Q2 2026, its #227 holding.
Buck Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 2 quarters since.
Buck Wealth Strategies's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $261K in Q4 2025.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.