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

Curran Financial Partners’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	$479K	Buy	7,874 +1,547	+24%	+$92.6K	0.07%	93
2026 Q1	$358K	Hold	6,327	–	–	0.06%	93
2025 Q4	$359K	Hold	6,327	–	–	0.07%	94
2025 Q3	$350K	Sell	6,327 -7	-0.1%	-$377	0.07%	104
2025 Q2	$332K	Buy	+6,334	New	+$317K	0.07%	95

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

Curran Financial Partners's SPYV Position: Q2 2026 in Review

Curran Financial Partners increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 24% in Q2 2026, buying an estimated $92.6K and bringing the position to 7,874 shares worth $479K. The position accounts for 0.07% of the portfolio, ranked #93.

Curran Financial Partners first reported a position in SPYV in Q2 2025 and has held it in 5 quarters since. 1,219 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Curran Financial Partners held 7,874 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $479K as of Q2 2026.
Curran Financial Partners bought 1,547 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $92.6K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.07% of Curran Financial Partners's portfolio in Q2 2026, its #93 holding.
Curran Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
1,219 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.