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

Elevated Capital 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	$22.6K	Hold	371	–	–	0.01%	403
2026 Q1	$21K	Hold	371	–	–	0.01%	402
2025 Q4	$21.1K	Buy	+371	New	+$20.8K	﹤0.01%	394
2024 Q4	–	Sell	-16,143	Closed	-$853K	–	280
2024 Q3	$853K	Sell	16,143 -175	-1%	-$8.91K	0.23%	136
2024 Q2	$795K	Sell	16,318 -451	-3%	-$22K	0.22%	122
2024 Q1	$840K	Buy	16,769 +8,765	+110%	+$418K	0.24%	103
2023 Q4	$373K	Sell	8,004 -7	-0.1%	-$302	0.12%	144
2023 Q3	$331K	Buy	8,011 +418	+6%	+$18.1K	0.11%	147
2023 Q2	$328K	Sell	7,593 -3,503	-32%	-$145K	0.11%	154
2023 Q1	$452K	Buy	11,096 +38	+0.3%	+$1.54K	0.16%	131
2022 Q4	$430K	Buy	+11,058	New	+$424K	0.16%	121

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

Elevated Capital Advisors's SPYV Position: Q2 2026 in Review

Elevated Capital Advisors held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 371 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #403.

Elevated Capital Advisors first reported a position in SPYV in Q4 2022 and has held it in 11 quarters since. The position peaked at $853K in Q3 2024. 1,217 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Elevated Capital Advisors held 371 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $22.6K as of Q2 2026.
Elevated Capital Advisors left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #403 holding.
Elevated Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 11 quarters since.
Elevated Capital Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $853K in Q3 2024.
1,217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.