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

Copia 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 Q2	$3.14M	Sell	51,681 -1,523	-3%	-$91.2K	1.89%	13
2026 Q1	$3.01M	Sell	53,204 -17,367	-25%	-$1.01M	2.07%	10
2025 Q4	$4.01M	Sell	70,571 -3,577	-5%	-$201K	2.86%	7
2025 Q3	$4.1M	Buy	74,148 +363	+0.5%	+$19.5K	3.05%	7
2025 Q2	$3.86M	Sell	73,785 -90	-0.1%	-$4.5K	3.26%	7
2025 Q1	$3.77M	Buy	73,875 +961	+1%	+$49.8K	3.49%	7
2024 Q4	$3.73M	Buy	+72,914	New	+$3.88M	3.55%	6

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

Copia Wealth Management's SPYV Position: Q2 2026 in Review

Copia Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.9% in Q2 2026, selling an estimated $91.2K and leaving 51,681 shares worth $3.14M. The position accounts for 1.89% of the portfolio, ranked #13.

Copia Wealth Management first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.1M in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Copia Wealth Management held 51,681 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.14M as of Q2 2026.
Copia Wealth Management sold 1,523 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $91.2K.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.89% of Copia Wealth Management's portfolio in Q2 2026, its #13 holding.
Copia Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.1M in Q3 2025.
1,211 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.