DWM
SPYV icon

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

Drive 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 		$711K Buy
11,694
+1,416
+14% +$84.7K 0.13% 134
2026
Q1 		$582K Sell
10,278
-858
-8% -$49.8K 0.12% 140
2025
Q4 		$633K Sell
11,136
-3,714
-25% -$209K 0.12% 138
2025
Q3 		$822K Sell
14,850
-1,021
-6% -$55K 0.17% 105
2025
Q2 		$831K Sell
15,871
-392
-2% -$19.6K 0.18% 106
2025
Q1 		$831K Sell
16,263
-1,220
-7% -$63.3K 0.2% 100
2024
Q4 		$894K Buy
17,483
+5
+0% +$266 0.22% 86
2024
Q3 		$924K Sell
17,478
-7,690
-31% -$391K 0.24% 78
2024
Q2 		$1.23M Buy
25,168
+575
+2% +$28.1K 0.33% 58
2024
Q1 		$1.23M Sell
24,593
-14,412
-37% -$687K 0.35% 57
2023
Q4 		$1.82M Sell
39,005
-21,849
-36% -$942K 0.59% 32
2023
Q3 		$2.51M Sell
60,854
-15,309
-20% -$663K 0.92% 22
2023
Q2 		$3.29M Sell
76,163
-100,344
-57% -$4.14M 1.22% 15
2023
Q1 		$7.19M Sell
176,507
-4,987
-3% -$202K 3.01% 3
2022
Q4 		$7.06M Buy
181,494
+171,446
+1,706% +$6.57M 3.53% 3
2022
Q3 		$347K Buy
10,048
+91
+0.9% +$3.45K 0.33% 90
2022
Q2 		$367K Buy
9,957
+2,641
+36% +$105K 0.34% 89
2022
Q1 		$305K Buy
7,316
+933
+15% +$38.5K 0.26% 102
2021
Q4 		$268K Buy
+6,383
New +$261K 0.24% 113

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

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

Drive Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 14% in Q2 2026, buying an estimated $84.7K and bringing the position to 11,694 shares worth $711K. The position accounts for 0.13% of the portfolio, ranked #134.

Drive Wealth Management first reported a position in SPYV in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.19M in Q1 2023. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Drive Wealth Management held 11,694 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $711K as of Q2 2026.
  • Drive Wealth Management bought 1,416 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $84.7K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.13% of Drive Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Drive Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Drive Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $7.19M 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 Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.