Cambridge Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Cambridge Advisors’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	$247K	Sell	4,070 -700	-15%	-$41.9K	0.04%	169
2026 Q1	$270K	Sell	4,770 -175	-4%	-$10.2K	0.05%	161
2025 Q4	$281K	Hold	4,945	–	–	0.05%	156
2025 Q3	$274K	Sell	4,945 -185	-4%	-$9.96K	0.05%	154
2025 Q2	$269K	Hold	5,130	–	–	0.06%	155
2025 Q1	$262K	Hold	5,130	–	–	0.06%	156
2024 Q4	$262K	Hold	5,130	–	–	0.06%	152
2024 Q3	$271K	Hold	5,130	–	–	0.06%	153
2024 Q2	$250K	Hold	5,130	–	–	0.06%	156
2024 Q1	$257K	Hold	5,130	–	–	0.06%	155
2023 Q4	$239K	Sell	5,130 -247	-5%	-$10.7K	0.06%	154
2023 Q3	$222K	Hold	5,377	–	–	0.06%	155
2023 Q2	$232K	Sell	5,377 -600	-10%	-$24.8K	0.06%	155
2023 Q1	$243K	Sell	5,977 -700	-10%	-$28.4K	0.06%	164
2022 Q4	$260K	Hold	6,677	–	–	0.07%	156
2022 Q3	$230K	Buy	6,677 +247	+4%	+$9.37K	0.07%	160
2022 Q2	$237K	Buy	6,430 +350	+6%	+$13.9K	0.06%	161
2022 Q1	$254K	Hold	6,080	–	–	0.06%	162
2021 Q4	$255K	Hold	6,080	–	–	0.06%	164
2021 Q3	$237K	Hold	6,080	–	–	0.06%	161
2021 Q2	$240K	Buy	+6,080	New	+$240K	0.06%	157

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

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

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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Cambridge Advisors's SPYV Position: Q2 2026 in Review

Cambridge Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 15% in Q2 2026, selling an estimated $41.9K and leaving 4,070 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #169.

Cambridge Advisors first reported a position in SPYV in Q2 2021 and has held it in 21 quarters since. The position peaked at $281K in Q4 2025. 220 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Cambridge Advisors held 4,070 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $247K as of Q2 2026.
Cambridge Advisors sold 700 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $41.9K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of Cambridge Advisors's portfolio in Q2 2026, its #169 holding.
Cambridge Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2021 and has held it in 21 quarters since.
Cambridge Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $281K in Q4 2025.
220 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.