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

Cahaba 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	$508K	Buy	8,349 +990	+13%	+$59.3K	0.03%	100
2026 Q1	$416K	Hold	7,359	–	–	0.03%	107
2025 Q4	$418K	Hold	7,359	–	–	0.03%	101
2025 Q3	$407K	Hold	7,359	–	–	0.03%	102
2025 Q2	$385K	Hold	7,359	–	–	0.03%	108
2025 Q1	$376K	Hold	7,359	–	–	0.03%	102
2024 Q4	$376K	Hold	7,359	–	–	0.03%	104
2024 Q3	$389K	Sell	7,359 -263	-3%	-$13.4K	0.03%	104
2024 Q2	$371K	Buy	7,622 +263	+4%	+$12.9K	0.03%	103
2024 Q1	$369K	Hold	7,359	–	–	0.03%	105
2023 Q4	$343K	Hold	7,359	–	–	0.03%	99
2023 Q3	$304K	Sell	7,359 -178	-2%	-$7.71K	0.03%	106
2023 Q2	$326K	Buy	7,537 +35	+0.5%	+$1.45K	0.04%	104
2023 Q1	$305K	Buy	7,502 +211	+3%	+$8.55K	0.03%	107
2022 Q4	$284K	Buy	7,291 +45	+0.6%	+$1.72K	0.04%	107
2022 Q3	$249K	Buy	7,246 +43	+0.6%	+$1.63K	0.03%	112
2022 Q2	$265K	Buy	7,203 +43	+0.6%	+$1.7K	0.04%	113
2022 Q1	$284K	Buy	7,160 +31	+0.4%	+$1.28K	0.04%	118
2021 Q4	$299K	Buy	7,129 +45	+0.6%	+$1.84K	0.04%	116
2021 Q3	$276K	Buy	7,084 +33	+0.5%	+$1.32K	0.04%	116
2021 Q2	$281K	Buy	7,051 +36	+0.5%	+$1.42K	0.04%	67
2021 Q1	$265K	Buy	7,015 +45	+0.6%	+$1.63K	0.04%	73
2020 Q4	$243K	Sell	6,970 -782	-10%	-$25.4K	0.04%	82
2020 Q3	$234K	Sell	7,752 -3,664	-32%	-$111K	0.05%	70
2020 Q2	$348K	Sell	11,416 -2,520	-18%	-$71.8K	0.07%	61
2020 Q1	$360K	Sell	13,936 -5,048	-27%	-$161K	0.09%	52
2019 Q4	$662K	Buy	18,984 +101	+0.5%	+$3.38K	0.15%	46
2019 Q3	$603K	Sell	18,883 -2,339	-11%	-$73.6K	0.14%	47
2019 Q2	$663K	Buy	21,222 +110	+0.5%	+$3.38K	0.17%	47
2019 Q1	$639K	Buy	21,112 +97	+0.5%	+$2.86K	0.17%	48
2018 Q4	$570K	Buy	+21,015	New	+$618K	0.18%	50

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

Cahaba Wealth Management's SPYV Position: Q2 2026 in Review

Cahaba Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 13% in Q2 2026, buying an estimated $59.3K and bringing the position to 8,349 shares worth $508K. The position accounts for 0.03% of the portfolio, ranked #100.

Cahaba Wealth Management first reported a position in SPYV in Q4 2018 and has held it in 31 quarters since. The position peaked at $663K in Q2 2019. 1,219 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Cahaba Wealth Management held 8,349 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $508K as of Q2 2026.
Cahaba Wealth Management bought 990 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $59.3K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Cahaba Wealth Management's portfolio in Q2 2026, its #100 holding.
Cahaba Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2018 and has held it in 31 quarters since.
Cahaba Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $663K in Q2 2019.
1,219 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.