Carolinas Wealth Consulting’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Carolinas Wealth Consulting’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	–	Sell	-626	Closed	-$32K	–	818
2025 Q1	$32K	Buy	626 +1	+0.2%	+$52	0.01%	395
2024 Q4	$31.9K	Buy	625 +5	+0.8%	+$266	0.01%	419
2024 Q3	$32.8K	Buy	620 +3	+0.5%	+$153	0.01%	418
2024 Q2	$30.1K	Buy	617 +4	+0.7%	+$196	0.01%	433
2024 Q1	$30.7K	Hold	613	–	–	0.01%	440
2023 Q4	$28.6K	Hold	613	–	–	0.01%	400
2023 Q3	$24.9K	Hold	613	–	–	0.01%	401
2023 Q2	$26.5K	Hold	613	–	–	0.01%	434
2023 Q1	$25K	Hold	613	–	–	0.01%	456
2022 Q4	$23.8K	Sell	613 -252	-29%	-$9.65K	0.01%	464
2022 Q3	$30K	Hold	865	–	–	0.01%	392
2022 Q2	$32K	Hold	865	–	–	0.01%	387
2022 Q1	$36K	Buy	+865	New	+$35.7K	0.01%	401

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Carolinas Wealth Consulting's SPYV Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2025, closing a stake of 626 shares — an estimated $32K sold.

Carolinas Wealth Consulting first reported a position in SPYV in Q1 2022 and held it in 13 quarters. The position peaked at $36K in Q1 2022. 1,047 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

Carolinas Wealth Consulting reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 626 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2025, an estimated $32K.
Carolinas Wealth Consulting first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and held it in 13 quarters.
Carolinas Wealth Consulting's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $36K in Q1 2022.
1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.