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

Chicago Wealth Management’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	–	Sell	-4,949	Closed	-$281K	–	64
2025 Q4	$281K	Hold	4,949	–	–	0.11%	51
2025 Q3	$274K	Hold	4,949	–	–	0.12%	48
2025 Q2	$259K	Hold	4,949	–	–	0.12%	47
2025 Q1	$253K	Hold	4,949	–	–	0.13%	46
2024 Q4	$253K	Hold	4,949	–	–	0.13%	48
2024 Q3	$262K	Hold	4,949	–	–	0.14%	46
2024 Q2	$241K	Hold	4,949	–	–	0.14%	46
2024 Q1	$248K	Hold	4,949	–	–	0.15%	45
2023 Q4	$231K	Hold	4,949	–	–	0.16%	41
2023 Q3	$204K	Hold	4,949	–	–	0.16%	40
2023 Q2	$214K	Hold	4,949	–	–	0.16%	38
2023 Q1	$202K	Buy	+4,949	New	+$201K	0.16%	42
2022 Q2	–	Sell	-4,949	Closed	-$207K	–	46
2022 Q1	$207K	Hold	4,949	–	–	0.14%	43
2021 Q4	$208K	Buy	+4,949	New	+$202K	0.14%	43

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

Chicago Wealth Management's SPYV Position: Q1 2026 in Review

Chicago Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2026, closing a stake of 4,949 shares — an estimated $281K sold.

Chicago Wealth Management first reported a position in SPYV in Q4 2021 and held it in 14 quarters. The position peaked at $281K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Chicago Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
Chicago Wealth Management sold 4,949 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $281K.
Chicago Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and held it in 14 quarters.
Chicago Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $281K in Q4 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Chicago Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.