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

Destiny Capital’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	$22.6M	Buy	371,790 +3,254	+0.9%	+$195K	10.51%	4
2026 Q1	$20.9M	Sell	368,536 -1,691	-0.5%	-$98.1K	11.11%	3
2025 Q4	$21M	Buy	370,227 +12,685	+4%	+$713K	10.82%	3
2025 Q3	$19.8M	Buy	357,542 +24,508	+7%	+$1.32M	10.78%	3
2025 Q2	$17.4M	Buy	333,034 +23,071	+7%	+$1.15M	10.51%	3
2025 Q1	$15.8M	Buy	309,963 +6,141	+2%	+$319K	10.79%	3
2024 Q4	$15.5M	Buy	303,822 +4,362	+1%	+$232K	9.43%	3
2024 Q3	$15.6M	Buy	299,460 +19,076	+7%	+$971K	9.67%	3
2024 Q2	$13.7M	Sell	280,384 -4,424	-2%	-$216K	9.34%	3
2024 Q1	$14.3M	Sell	284,808 -8,186	-3%	-$390K	9.95%	2
2023 Q4	$13.7M	Buy	+292,994	New	+$12.6M	9.54%	2
2023 Q2	$12.4M	Buy	287,459 +11,222	+4%	+$463K	9.68%	3
2023 Q1	$11.2M	Buy	276,237 +7,109	+3%	+$288K	9.16%	4
2022 Q4	$11.1M	Buy	+269,128	New	+$10.3M	9.17%	4

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

Destiny Capital's SPYV Position: Q2 2026 in Review

Destiny Capital increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.88% in Q2 2026, buying an estimated $195K and bringing the position to 371,790 shares worth $22.6M. The position accounts for 10.51% of the portfolio, ranked #4.

Destiny Capital first reported a position in SPYV in Q4 2022 and has held it in 14 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Destiny Capital held 371,790 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $22.6M as of Q2 2026.
Destiny Capital bought 3,254 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $195K.
State Street SPDR Portfolio S&P 500 Value ETF made up 10.51% of Destiny Capital's portfolio in Q2 2026, its #4 holding.
Destiny Capital first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 14 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Destiny Capital's 13F filing for Q2 2026, filed 10 Aug 2026.