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

Darwin 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	$71.8K	Sell	1,181 -934	-44%	-$55.9K	0.02%	205
2026 Q1	$120K	Buy	2,115 +8	+0.4%	+$464	0.04%	164
2025 Q4	$120K	Sell	2,107 -339	-14%	-$19K	0.04%	161
2025 Q3	$135K	Sell	2,446 -431	-15%	-$23.2K	0.04%	151
2025 Q2	$151K	Hold	2,877	–	–	0.05%	139
2025 Q1	$147K	Hold	2,877	–	–	0.05%	151
2024 Q4	$147K	Sell	2,877 -446	-13%	-$23.7K	0.05%	151
2024 Q3	$176K	Buy	+3,323	New	+$169K	0.05%	154
2024 Q1	–	Sell	-10,286	Closed	-$480K	–	149
2023 Q4	$480K	Sell	10,286 -23,540	-70%	-$1.02M	0.13%	97
2023 Q3	$1.4M	Sell	33,826 -598	-2%	-$25.9K	0.38%	70
2023 Q2	$1.5M	Sell	34,424 -4,475	-12%	-$185K	0.39%	68
2023 Q1	$1.6M	Buy	38,899 +29,272	+304%	+$1.19M	0.43%	51
2022 Q4	$396K	Sell	9,627 -1,462	-13%	-$56K	0.1%	112
2022 Q3	$397K	Buy	11,089 +79	+0.7%	+$3K	0.1%	114
2022 Q2	$425K	Buy	+11,010	New	+$436K	0.09%	119

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

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

Darwin Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 44% in Q2 2026, selling an estimated $55.9K and leaving 1,181 shares worth $71.8K. The position accounts for 0.02% of the portfolio, ranked #205.

Darwin Wealth Management first reported a position in SPYV in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.6M in Q1 2023. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Darwin Wealth Management held 1,181 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $71.8K as of Q2 2026.
Darwin Wealth Management sold 934 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $55.9K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Darwin Wealth Management's portfolio in Q2 2026, its #205 holding.
Darwin Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and has held it in 15 quarters since.
Darwin Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.6M in Q1 2023.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.