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

EP Wealth 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	$8.29M	Buy	136,424 +82,448	+153%	+$4.93M	0.03%	304
2026 Q1	$3.05M	Sell	53,976 -23,925	-31%	-$1.39M	0.02%	392
2025 Q4	$4.43M	Buy	+77,901	New	+$4.38M	0.02%	303
2025 Q2	$2.51M	Buy	48,010 +4,987	+12%	+$249K	0.02%	368
2025 Q1	$2.2M	Sell	43,023 -10,455	-20%	-$542K	0.02%	352
2024 Q4	$2.73M	Buy	53,478 +28,992	+118%	+$1.54M	0.02%	304
2024 Q3	$1.29M	Buy	24,486 +1,637	+7%	+$83.3K	0.01%	439
2024 Q2	$1.11M	Sell	22,849 -13,198	-37%	-$645K	0.01%	371
2024 Q1	$1.81M	Buy	36,047 +8,137	+29%	+$388K	0.02%	285
2023 Q4	$1.3M	Buy	+27,910	New	+$1.2M	0.02%	326
2023 Q2	–	Sell	-10,998	Closed	-$609K	–	723
2023 Q1	$609K	Buy	+10,998	New	+$446K	0.01%	379
2022 Q3	–	Sell	-3,290	Closed	-$121K	–	608
2022 Q2	$121K	Buy	+3,290	New	+$130K	﹤0.01%	621

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

EP Wealth Advisors's SPYV Position: Q2 2026 in Review

EP Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 153% in Q2 2026, buying an estimated $4.93M and bringing the position to 136,424 shares worth $8.29M. The position accounts for 0.03% of the portfolio, ranked #304.

EP Wealth Advisors first reported a position in SPYV in Q2 2022 and has held it in 12 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

EP Wealth Advisors held 136,424 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $8.29M as of Q2 2026.
EP Wealth Advisors bought 82,448 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $4.93M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #304 holding.
EP Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and has held it in 12 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.