Cardinal Strategic Wealth Guidance’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Cardinal Strategic Wealth Guidance’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	$19.1M	Buy	338,317 +15,851	+5%	+$920K	5.05%	7
2025 Q4	$18.3M	Buy	322,466 +162,944	+102%	+$9.15M	4.79%	8
2025 Q3	$8.83M	Buy	159,522 +1,293	+0.8%	+$69.6K	2.37%	11
2025 Q2	$8.28M	Buy	158,229 +15,800	+11%	+$790K	2.39%	9
2025 Q1	$7.27M	Buy	142,429 +14,214	+11%	+$737K	2.32%	9
2024 Q4	$6.56M	Buy	128,215 +1,716	+1%	+$91.3K	2.09%	9
2024 Q3	$6.69M	Buy	126,499 +14,385	+13%	+$732K	2.19%	8
2024 Q2	$5.46M	Buy	112,114 +20,707	+23%	+$1.01M	1.97%	11
2024 Q1	$4.58M	Buy	+91,407	New	+$4.36M	1.72%	12

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

Cardinal Strategic Wealth Guidance's SPYV Position: Q1 2026 in Review

Cardinal Strategic Wealth Guidance increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.9% in Q1 2026, buying an estimated $920K and bringing the position to 338,317 shares worth $19.1M. The position accounts for 5.05% of the portfolio, ranked #7.

Cardinal Strategic Wealth Guidance first reported a position in SPYV in Q1 2024 and has held it in 9 quarters since. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Cardinal Strategic Wealth Guidance held 338,317 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $19.1M as of Q1 2026.
Cardinal Strategic Wealth Guidance bought 15,851 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $920K.
State Street SPDR Portfolio S&P 500 Value ETF made up 5.05% of Cardinal Strategic Wealth Guidance's portfolio in Q1 2026, its #7 holding.
Cardinal Strategic Wealth Guidance first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 9 quarters since.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2026, filed 20 Apr 2026.