Cascade Financial Partners’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Cascade Financial Partners’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	$401K	Buy	6,591 +411	+7%	+$24.6K	0.03%	196
2026 Q1	$350K	Buy	+6,180	New	+$358K	0.04%	193
2025 Q4	–	Sell	-4,000	Closed	-$221K	–	279
2025 Q3	$221K	Hold	4,000	–	–	0.03%	243
2025 Q2	$209K	Sell	4,000 -1,228	-23%	-$61.4K	0.03%	249
2025 Q1	$267K	Buy	+5,228	New	+$271K	0.03%	207

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

Cascade Financial Partners's SPYV Position: Q2 2026 in Review

Cascade Financial Partners increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.7% in Q2 2026, buying an estimated $24.6K and bringing the position to 6,591 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #196.

Cascade Financial Partners first reported a position in SPYV in Q1 2025 and has held it in 5 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Cascade Financial Partners held 6,591 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $401K as of Q2 2026.
Cascade Financial Partners bought 411 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $24.6K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Cascade Financial Partners's portfolio in Q2 2026, its #196 holding.
Cascade Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2025 and has held it in 5 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.