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

Copley Financial Group’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	$639K	Sell	10,513 -1,450	-12%	-$86.8K	0.39%	34
2026 Q1	$677K	Sell	11,963 -81	-0.7%	-$4.7K	0.41%	30
2025 Q4	$684K	Buy	12,044 +67	+0.6%	+$3.76K	0.42%	31
2025 Q3	$663K	Sell	11,977 -396	-3%	-$21.3K	0.45%	32
2025 Q2	$648K	Buy	12,373 +922	+8%	+$46.1K	0.48%	34
2025 Q1	$585K	Buy	11,451 +733	+7%	+$38K	0.45%	41
2024 Q4	$548K	Buy	10,718 +2,980	+39%	+$159K	0.42%	48
2024 Q3	$409K	Buy	+7,738	New	+$394K	0.37%	76

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

Copley Financial Group's SPYV Position: Q2 2026 in Review

Copley Financial Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 12% in Q2 2026, selling an estimated $86.8K and leaving 10,513 shares worth $639K. The position accounts for 0.39% of the portfolio, ranked #34.

Copley Financial Group first reported a position in SPYV in Q3 2024 and has held it in 8 quarters since. The position peaked at $684K in Q4 2025. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Copley Financial Group held 10,513 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $639K as of Q2 2026.
Copley Financial Group sold 1,450 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $86.8K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.39% of Copley Financial Group's portfolio in Q2 2026, its #34 holding.
Copley Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and has held it in 8 quarters since.
Copley Financial Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $684K in Q4 2025.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.