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SPYV icon

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

Emerald 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 		$216K Hold
3,553
– – 0.03% 122
2026
Q1 		$201K Sell
3,553
-69
-2% -$4K 0.02% 120
2025
Q4 		$206K Hold
3,622
– – 0.03% 108
2025
Q3 		$200K Buy
+3,622
New +$195K 0.03% 101

Other funds holding SPYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Emerald Advisors's SPYV Position: Q2 2026 in Review

Emerald Advisors held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 3,553 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #122.

Emerald Advisors first reported a position in SPYV in Q3 2025 and has held it in 4 quarters since. 238 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Emerald Advisors held 3,553 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $216K as of Q2 2026.
  • Emerald 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 0.03% of Emerald Advisors's portfolio in Q2 2026, its #122 holding.
  • Emerald Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 238 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.