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

Cannon Wealth Management Services’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 Q1	$8.08M	Buy	142,750 +7,274	+5%	+$422K	5.46%	3
2025 Q4	$7.7M	Buy	135,476 +1,224	+0.9%	+$68.8K	5.43%	3
2025 Q3	$7.43M	Sell	134,252 -1,017	-0.8%	-$54.8K	5.62%	4
2025 Q2	$7.08M	Buy	135,269 +182	+0.1%	+$9.1K	5.79%	4
2025 Q1	$6.68M	Buy	135,087 +4,580	+4%	+$238K	5.97%	4
2024 Q4	$6.83M	Sell	130,507 -4,398	-3%	-$234K	5.89%	4
2024 Q3	$7.13M	Buy	+134,905	New	+$6.87M	6.53%	2

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cannon Wealth Management Services's SPYV Position: Q1 2026 in Review

Cannon Wealth Management Services increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5.4% in Q1 2026, buying an estimated $422K and bringing the position to 142,750 shares worth $8.08M. The position accounts for 5.46% of the portfolio, ranked #3.

Cannon Wealth Management Services first reported a position in SPYV in Q3 2024 and has held it in 7 quarters since. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Cannon Wealth Management Services held 142,750 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $8.08M as of Q1 2026.
Cannon Wealth Management Services bought 7,274 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $422K.
State Street SPDR Portfolio S&P 500 Value ETF made up 5.46% of Cannon Wealth Management Services's portfolio in Q1 2026, its #3 holding.
Cannon Wealth Management Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and has held it in 7 quarters since.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Cannon Wealth Management Services's 13F filing for Q1 2026, filed 5 May 2026.