Cerro Pacific Wealth Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Cerro Pacific Wealth Advisors’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	$394K	Sell	6,476 -543	-8%	-$32.5K	0.09%	126
2026 Q1	$397K	Sell	7,019 -621	-8%	-$36K	0.1%	115
2025 Q4	$434K	Buy	7,640 +794	+12%	+$44.6K	0.12%	107
2025 Q3	$379K	Sell	6,846 -3,258	-32%	-$175K	0.1%	112
2025 Q2	$529K	Buy	+10,104	New	+$505K	0.15%	107

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

Cerro Pacific Wealth Advisors's SPYV Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 7.7% in Q2 2026, selling an estimated $32.5K and leaving 6,476 shares worth $394K. The position accounts for 0.09% of the portfolio, ranked #126.

Cerro Pacific Wealth Advisors first reported a position in SPYV in Q2 2025 and has held it in 5 quarters since. The position peaked at $529K in Q2 2025. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Cerro Pacific Wealth Advisors held 6,476 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $394K as of Q2 2026.
Cerro Pacific Wealth Advisors sold 543 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $32.5K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.09% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #126 holding.
Cerro Pacific Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
Cerro Pacific Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $529K in Q2 2025.
1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.