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

Capital A 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
2025
Q2 		$86.4K Buy
1,853
+1,817
+5,047% +$90.8K 0.97% 20
2025
Q1 		$1.84K Sell
36
-19
-35% -$985 ﹤0.01% 477
2024
Q4 		$2.81K Buy
+55
New +$2.93K ﹤0.01% 444

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital A Wealth Management's SPYV Position: Q2 2025 in Review

Capital A Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5,047% in Q2 2025, buying an estimated $90.8K and bringing the position to 1,853 shares worth $86.4K. The position accounts for 0.97% of the portfolio, ranked #20.

Capital A Wealth Management first reported a position in SPYV in Q4 2024 and has held it in 3 quarters since. 1,047 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

  • Capital A Wealth Management held 1,853 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $86.4K as of Q2 2025.
  • Capital A Wealth Management bought 1,817 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2025, an estimated $90.8K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.97% of Capital A Wealth Management's portfolio in Q2 2025, its #20 holding.
  • Capital A Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.