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SPYV icon

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

Curio Wealth’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 		– Sell
-705
Closed -$39.9K – 980
2026
Q1 		$39.9K Buy
705
+3
+0.4% +$174 0.01% 145
2025
Q4 		$40.3K Buy
+702
New +$39.4K 0.01% 154
2025
Q3 		– Sell
-153
Closed -$8.01K – 362
2025
Q2 		$8.01K Buy
153
+152
+15,200% +$7.6K ﹤0.01% 211
2025
Q1 		$7.82K Sell
1
-152
-99% -$7.88K ﹤0.01% 244
2024
Q4 		$7.82K Buy
+153
New +$8.14K ﹤0.01% 228

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Curio Wealth's SPYV Position: Q2 2026 in Review

Curio Wealth sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026, closing a stake of 705 shares — an estimated $39.9K sold.

Curio Wealth first reported a position in SPYV in Q4 2024 and held it in 5 quarters. The position peaked at $40.3K in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Curio Wealth reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 705 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $39.9K.
  • Curio Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and held it in 5 quarters.
  • Curio Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $40.3K in Q4 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 Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.