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SPYV icon

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

Choice 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 		$33.1M Buy
544,554
+1,831
+0.3% +$110K 11.62% 1
2026
Q1 		$30.7M Buy
542,723
+8,289
+2% +$481K 12.05% 1
2025
Q4 		$30.4M Sell
534,434
-1,966
-0.4% -$110K 12% 1
2025
Q3 		$29.7M Sell
536,400
-2,290
-0.4% -$123K 12.72% 1
2025
Q2 		$28.2M Buy
538,690
+3,204
+0.6% +$160K 12.74% 1
2025
Q1 		$27.3M Buy
535,486
+2,113
+0.4% +$110K 14.25% 1
2024
Q4 		$27.3M Buy
533,373
+7,255
+1% +$386K 13.93% 1
2024
Q3 		$27.8M Sell
526,118
-5,285
-1% -$269K 13.9% 1
2024
Q2 		$25.9M Buy
531,403
+2,954
+0.6% +$144K 13.74% 2
2024
Q1 		$26.5M Sell
528,449
-21,115
-4% -$1.01M 16.03% 1
2023
Q4 		$25.6M Sell
549,564
-24,936
-4% -$1.08M 15.87% 1
2023
Q3 		$23.7M Sell
574,500
-8,327
-1% -$361K 16.74% 1
2023
Q2 		$25.2M Sell
582,827
-20,812
-3% -$859K 17.13% 1
2023
Q1 		$24.6M Buy
603,639
+3,765
+0.6% +$153K 17.87% 1
2022
Q4 		$23.3M Sell
599,874
-10,064
-2% -$385K 17.51% 1
2022
Q3 		$21M Buy
+609,938
New +$23.1M 17.59% 1
2022
Q2 		– Sell
-617,740
Closed -$25.7M – 50
2022
Q1 		$25.7M Sell
617,740
-35,986
-6% -$1.48M 20.42% 1
2021
Q4 		$27.5M Buy
653,726
+40,412
+7% +$1.65M 20.19% 1
2021
Q3 		$23.9M Sell
613,314
-55,542
-8% -$2.22M 19.4% 1
2021
Q2 		$26.4M Buy
668,856
+34,200
+5% +$1.35M 19% 1
2021
Q1 		$24.1M Buy
634,656
+30,305
+5% +$1.1M 19.87% 1
2020
Q4 		$20.8M Buy
+604,351
New +$19.6M 18.76% 1

Other funds holding SPYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Choice Wealth Advisors's SPYV Position: Q2 2026 in Review

Choice Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.34% in Q2 2026, buying an estimated $110K and bringing the position to 544,554 shares worth $33.1M. The position accounts for 11.62% of the portfolio, ranked #1.

Choice Wealth Advisors first reported a position in SPYV in Q4 2020 and has held it in 22 quarters since. 245 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Choice Wealth Advisors held 544,554 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $33.1M as of Q2 2026.
  • Choice Wealth Advisors bought 1,831 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $110K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 11.62% of Choice Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Choice Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • 245 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Choice Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.