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

Empirical 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	$2.78M	Sell	45,811 -7,427	-14%	-$444K	0.04%	229
2026 Q1	$3.01M	Buy	53,238 +8,573	+19%	+$497K	0.05%	204
2025 Q4	$2.54M	Sell	44,665 -3,648	-8%	-$205K	0.05%	221
2025 Q3	$2.67M	Sell	48,313 -10,264	-18%	-$553K	0.05%	209
2025 Q2	$3.07M	Buy	58,577 +6,850	+13%	+$342K	0.07%	176
2025 Q1	$2.64M	Sell	51,727 -309	-0.6%	-$16K	0.07%	179
2024 Q4	$2.66M	Sell	52,036 -1,382	-3%	-$73.5K	0.07%	165
2024 Q3	$2.82M	Sell	53,418 -1,960	-4%	-$99.7K	0.08%	162
2024 Q2	$2.7M	Sell	55,378 -1,445	-3%	-$70.6K	0.08%	154
2024 Q1	$2.85M	Sell	56,823 -13,462	-19%	-$642K	0.09%	142
2023 Q4	$3.28M	Sell	70,285 -32,984	-32%	-$1.42M	0.11%	125
2023 Q3	$4.26M	Sell	103,269 -73,034	-41%	-$3.16M	0.17%	103
2023 Q2	$7.62M	Buy	+176,303	New	+$7.28M	0.31%	66

Other funds holding SPYV

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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

Empirical Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 14% in Q2 2026, selling an estimated $444K and leaving 45,811 shares worth $2.78M. The position accounts for 0.04% of the portfolio, ranked #229.

Empirical Wealth Management first reported a position in SPYV in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.62M in Q2 2023. 529 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Empirical Wealth Management held 45,811 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.78M as of Q2 2026.
Empirical Wealth Management sold 7,427 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $444K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of Empirical Wealth Management's portfolio in Q2 2026, its #229 holding.
Empirical Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and has held it in 13 quarters since.
Empirical Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $7.62M in Q2 2023.
529 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.