Costello Asset Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
Other funds holding SPYV
AF
VA
Costello Asset Management's SPYV Position: Q2 2026 in Review
Costello Asset Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 22% in Q2 2026, buying an estimated $183K and bringing the position to 16,988 shares worth $1.03M. The position accounts for 0.31% of the portfolio, ranked #49.
Costello Asset Management first reported a position in SPYV in Q1 2024 and has held it in 10 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.
- Costello Asset Management held 16,988 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.03M as of Q2 2026.
- Costello Asset Management bought 3,050 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $183K.
- State Street SPDR Portfolio S&P 500 Value ETF made up 0.31% of Costello Asset Management's portfolio in Q2 2026, its #49 holding.
- Costello Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
- 1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.
Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.