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Byrne Asset Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Byrne Asset 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 		$66.5K Hold
172
– – 0.04% 270
2026
Q1 		$50.4K Sell
172
-5
-3% -$290 0.03% 280
2025
Q4 		$62K Hold
177
– – 0.03% 259
2025
Q3 		$57.2K Hold
177
– – 0.04% 215
2025
Q2 		$68.8K Buy
+177
New +$8.85K 0.05% 184
2025
Q1 		– Hold
0
– – – 168
2024
Q4 		– Sell
-327
Closed -$17.4K – 177
2024
Q3 		$170K Sell
327
-10
-3% -$509 0.12% 123
2024
Q2 		$181K Buy
+337
New +$16.5K 0.13% 112
2024
Q1 		– Sell
-360
Closed -$17.2K – 111
2023
Q4 		$168K Hold
360
– – 0.13% 117
2023
Q3 		$157K Buy
+360
New +$15.6K 0.13% 115

Other funds holding SPYV

Wealth Enhancement Advisory Services
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
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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Byrne Asset Management's SPYV Position: Q2 2026 in Review

Byrne Asset Management held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 172 shares worth $66.5K. The position accounts for 0.04% of the portfolio, ranked #270.

Byrne Asset Management first reported a position in SPYV in Q3 2023 and has held it in 9 quarters since. The position peaked at $181K in Q2 2024. 286 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Byrne Asset Management held 172 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $66.5K as of Q2 2026.
  • Byrne Asset Management left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of Byrne Asset Management's portfolio in Q2 2026, its #270 holding.
  • Byrne Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2023 and has held it in 9 quarters since.
  • Byrne Asset Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $181K in Q2 2024.
  • 286 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.