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

Commonwealth Financial Services’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	$1.13M	Sell	18,669 -5,972	-24%	-$357K	0.15%	98
2026 Q1	$1.39M	Hold	24,641	–	–	0.22%	63
2025 Q4	$1.4M	Sell	24,641 -27	-0.1%	-$1.52K	0.23%	62
2025 Q3	$1.36M	Sell	24,668 -1,320	-5%	-$71.1K	0.23%	64
2025 Q2	$1.36M	Sell	25,988 -1,825	-7%	-$91.2K	0.26%	62
2025 Q1	$1.42M	Sell	27,813 -325	-1%	-$16.9K	0.29%	59
2024 Q4	$1.44M	Hold	28,138	–	–	0.28%	56
2024 Q3	$1.48M	Hold	28,138	–	–	0.29%	54
2024 Q2	$1.37M	Hold	28,138	–	–	0.28%	50
2024 Q1	$1.31M	Hold	28,138	–	–	0.31%	51
2023 Q4	$1.31M	Sell	28,138 -1,302	-4%	-$56.2K	0.31%	51
2023 Q3	$1.21M	Buy	+29,440	New	+$1.28M	0.36%	56

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

Commonwealth Financial Services's SPYV Position: Q2 2026 in Review

Commonwealth Financial Services reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 24% in Q2 2026, selling an estimated $357K and leaving 18,669 shares worth $1.13M. The position accounts for 0.15% of the portfolio, ranked #98.

Commonwealth Financial Services first reported a position in SPYV in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.48M in Q3 2024. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Commonwealth Financial Services held 18,669 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.13M as of Q2 2026.
Commonwealth Financial Services sold 5,972 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $357K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.15% of Commonwealth Financial Services's portfolio in Q2 2026, its #98 holding.
Commonwealth Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2023 and has held it in 12 quarters since.
Commonwealth Financial Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.48M in Q3 2024.
1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.