Droms Strauss Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Droms Strauss Advisors’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	-5,026	Closed	-$284K	–	87
2026 Q1	$284K	Buy	5,026 +2	+0%	+$116	0.07%	63
2025 Q4	$285K	Buy	5,024 +3	+0.1%	+$169	0.08%	65
2025 Q3	$278K	Hold	5,021	–	–	0.08%	60
2025 Q2	$263K	Hold	5,021	–	–	0.08%	62
2025 Q1	$256K	Hold	5,021	–	–	0.09%	58
2024 Q4	$257K	Hold	5,021	–	–	0.08%	59
2024 Q3	$265K	Hold	5,021	–	–	0.09%	58
2024 Q2	$245K	Hold	5,021	–	–	0.09%	58
2024 Q1	$252K	Hold	5,021	–	–	0.09%	58
2023 Q4	$234K	Hold	5,021	–	–	0.09%	61
2023 Q3	$207K	Hold	5,021	–	–	0.09%	62
2023 Q2	$217K	Hold	5,021	–	–	0.09%	59
2023 Q1	$204K	Buy	+5,021	New	+$203K	0.09%	65

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

Droms Strauss Advisors's SPYV Position: Q2 2026 in Review

Droms Strauss Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026, closing a stake of 5,026 shares — an estimated $284K sold.

Droms Strauss Advisors first reported a position in SPYV in Q1 2023 and held it in 13 quarters. The position peaked at $285K in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Droms Strauss Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
Droms Strauss Advisors sold 5,026 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $284K.
Droms Strauss Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and held it in 13 quarters.
Droms Strauss Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $285K in Q4 2025.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Droms Strauss Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.