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 Q2	$23.2M	Buy	382,298 +43,981	+13%	+$2.63M	5.27%	5
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 $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's SPYV Position: Q2 2026 in Review

Cardinal Strategic Wealth Guidance increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 13% in Q2 2026, buying an estimated $2.63M and bringing the position to 382,298 shares worth $23.2M. The position accounts for 5.27% of the portfolio, ranked #5.

Cardinal Strategic Wealth Guidance first reported a position in SPYV in Q1 2024 and has held it in 10 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Cardinal Strategic Wealth Guidance held 382,298 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $23.2M as of Q2 2026.
Cardinal Strategic Wealth Guidance bought 43,981 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $2.63M.
State Street SPDR Portfolio S&P 500 Value ETF made up 5.27% of Cardinal Strategic Wealth Guidance's portfolio in Q2 2026, its #5 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 10 quarters since.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2026, filed 30 Jul 2026.