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Capstone Wealth Management Group (Pennsylvania)’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		$1.73M Buy
30,618
+1,873
+7% +$109K 0.73% 31
2025
Q4 		$1.63M Buy
28,745
+1,503
+6% +$84.4K 0.68% 31
2025
Q3 		$1.51M Buy
27,242
+9
+0% +$485 0.64% 28
2025
Q2 		$1.43M Buy
27,233
+3,166
+13% +$158K 1.37% 15
2025
Q1 		$1.23M Sell
24,067
-9,434
-28% -$489K 0.7% 33
2024
Q4 		$1.71M Buy
33,501
+7,724
+30% +$411K 0.92% 25
2024
Q3 		$1.36M Buy
25,777
+1,196
+5% +$60.9K 0.81% 30
2024
Q2 		$1.2M Buy
24,581
+379
+2% +$18.5K 0.78% 31
2024
Q1 		$1.21M Buy
24,202
+1,234
+5% +$58.8K 0.87% 29
2023
Q4 		$1.07M Sell
22,968
-650
-3% -$28K 1.01% 25
2023
Q3 		$974K Buy
23,618
+851
+4% +$36.9K 1.01% 28
2023
Q2 		$984K Buy
22,767
+2,256
+11% +$93.2K 1.02% 25
2023
Q1 		$835K Sell
20,511
-1,949
-9% -$79K 0.93% 23
2022
Q4 		$873K Sell
22,460
-2,123
-9% -$81.3K 0.94% 27
2022
Q3 		$848K Buy
24,583
+865
+4% +$32.8K 1.08% 25
2022
Q2 		$873K Buy
23,718
+943
+4% +$37.3K 1.05% 25
2022
Q1 		$951K Buy
22,775
+579
+3% +$23.9K 0.95% 26
2021
Q4 		$932K Buy
+22,196
New +$906K 0.76% 28

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s SPYV Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.5% in Q1 2026, buying an estimated $109K and bringing the position to 30,618 shares worth $1.73M. The position accounts for 0.73% of the portfolio, ranked #31.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SPYV in Q4 2021 and has held it in 18 quarters since. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 30,618 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.73M as of Q1 2026.
  • Capstone Wealth Management Group (Pennsylvania) bought 1,873 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $109K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.73% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #31 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and has held it in 18 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 Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.