Drucker Wealth 3.0’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Drucker Wealth 3.0’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	$427K	Sell	7,032 -1,609	-19%	-$96.3K	0.07%	188
2026 Q1	$489K	Buy	8,641 +1,604	+23%	+$93K	0.09%	171
2025 Q4	$400K	Sell	7,037 -166	-2%	-$9.33K	0.07%	181
2025 Q3	$399K	Sell	7,203 -267	-4%	-$14.4K	0.07%	178
2025 Q2	$396K	Sell	7,470 -1,340	-15%	-$67K	0.08%	169
2025 Q1	$450K	Buy	8,810 +3,088	+54%	+$160K	0.1%	121
2024 Q4	$293K	Sell	5,722 -469	-8%	-$25K	0.07%	132
2024 Q3	$327K	Sell	6,191 -486	-7%	-$24.7K	0.08%	128
2024 Q2	$325K	Buy	+6,677	New	+$326K	0.09%	127

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

Drucker Wealth 3.0's SPYV Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 19% in Q2 2026, selling an estimated $96.3K and leaving 7,032 shares worth $427K. The position accounts for 0.07% of the portfolio, ranked #188.

Drucker Wealth 3.0 first reported a position in SPYV in Q2 2024 and has held it in 9 quarters since. The position peaked at $489K in Q1 2026. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Drucker Wealth 3.0 held 7,032 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $427K as of Q2 2026.
Drucker Wealth 3.0 sold 1,609 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $96.3K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.07% of Drucker Wealth 3.0's portfolio in Q2 2026, its #188 holding.
Drucker Wealth 3.0 first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 9 quarters since.
Drucker Wealth 3.0's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $489K in Q1 2026.
1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.