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

Congress 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
2025 Q2	$873K	Buy	+16,671	New	+$833K	0.01%	743

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Congress Wealth Management's SPYV Position: Q2 2025 in Review

Congress Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2025: 16,671 shares worth $873K. The stake represents 0.01% of the portfolio and ranks #743 among its holdings.

1,047 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

Congress Wealth Management held 16,671 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $873K as of Q2 2025.
State Street SPDR Portfolio S&P 500 Value ETF was a new Congress Wealth Management position in Q2 2025.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #743 holding.
1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.