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

Dynasty 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	$248M	Buy	4,083,530 +111,546	+3%	+$6.68M	1.84%	18
2026 Q1	$225M	Buy	3,971,984 +351,541	+10%	+$20.4M	1.96%	16
2025 Q4	$206M	Sell	3,620,443 -1,112,479	-24%	-$62.5M	2.02%	16
2025 Q3	$262M	Buy	4,732,922 +543,699	+13%	+$29.3M	3.5%	12
2025 Q2	$219M	Sell	4,189,223 -204,912	-5%	-$10.2M	3.74%	10
2025 Q1	$224M	Buy	4,394,135 +1,083,736	+33%	+$56.2M	3.74%	10
2024 Q4	$169M	Buy	3,310,399 +1,380,993	+72%	+$73.5M	2.92%	12
2024 Q3	$185M	Sell	1,929,406 -1,345,543	-41%	-$68.5M	5.59%	7
2024 Q2	$160M	Buy	3,274,949 +223,715	+7%	+$10.9M	4.71%	7
2024 Q1	$153M	Buy	+3,051,234	New	+$145M	4.87%	8

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

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

Dynasty Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.8% in Q2 2026, buying an estimated $6.68M and bringing the position to 4,083,530 shares worth $248M. The position accounts for 1.84% of the portfolio, ranked #18.

Dynasty Wealth Management first reported a position in SPYV in Q1 2024 and has held it in 10 quarters since. The position peaked at $262M in Q3 2025. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Dynasty Wealth Management held 4,083,530 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $248M as of Q2 2026.
Dynasty Wealth Management bought 111,546 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $6.68M.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.84% of Dynasty Wealth Management's portfolio in Q2 2026, its #18 holding.
Dynasty Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
Dynasty Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $262M in Q3 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 Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.