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

Buttonwood Financial 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	$5.01M	Sell	82,380 -102,893	-56%	-$6.16M	2.86%	11
2026 Q1	$10.5M	Sell	185,273 -5,173	-3%	-$300K	6.45%	6
2025 Q4	$11.1M	Buy	190,446 +86,786	+84%	+$4.88M	5.89%	4
2025 Q3	$5.78M	Buy	103,660 +1,129	+1%	+$60.8K	2.49%	10
2025 Q2	$5.42M	Buy	102,531 +2,042	+2%	+$102K	2.75%	11
2025 Q1	$4.73M	Buy	+100,489	New	+$5.21M	2.77%	9
2024 Q3	–	Sell	-183,953	Closed	-$8.92M	–	31
2024 Q2	$8.92M	Buy	183,953 +6,892	+4%	+$337K	5.09%	7
2024 Q1	$8.87M	Buy	+177,061	New	+$8.44M	5.25%	7

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

Buttonwood Financial Group's SPYV Position: Q2 2026 in Review

Buttonwood Financial Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 56% in Q2 2026, selling an estimated $6.16M and leaving 82,380 shares worth $5.01M. The position accounts for 2.86% of the portfolio, ranked #11.

Buttonwood Financial Group first reported a position in SPYV in Q1 2024 and has held it in 8 quarters since. The position peaked at $11.1M in Q4 2025. 1,205 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Buttonwood Financial Group held 82,380 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $5.01M as of Q2 2026.
Buttonwood Financial Group sold 102,893 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $6.16M.
State Street SPDR Portfolio S&P 500 Value ETF made up 2.86% of Buttonwood Financial Group's portfolio in Q2 2026, its #11 holding.
Buttonwood Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 8 quarters since.
Buttonwood Financial Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $11.1M in Q4 2025.
1,205 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Buttonwood Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.