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

EPG 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 Q1	$18.4K	Buy	326 +283	+658%	+$16.4K	0.01%	261
2025 Q4	$2.46K	Buy	43 +20	+87%	+$1.12K	﹤0.01%	307
2025 Q3	$1.28K	Buy	+23	New	+$1.24K	﹤0.01%	314
2020 Q2	–	Sell	-140	Closed	-$4K	–	672
2020 Q1	$4K	Buy	140 +51	+57%	+$1.63K	﹤0.01%	636
2019 Q4	$3K	Buy	+89	New	+$2.97K	﹤0.01%	579

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EPG Wealth Management's SPYV Position: Q1 2026 in Review

EPG Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 658% in Q1 2026, buying an estimated $16.4K and bringing the position to 326 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #261.

EPG Wealth Management first reported a position in SPYV in Q4 2019 and has held it in 5 quarters since. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

EPG Wealth Management held 326 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $18.4K as of Q1 2026.
EPG Wealth Management bought 283 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $16.4K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of EPG Wealth Management's portfolio in Q1 2026, its #261 holding.
EPG Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and has held it in 5 quarters since.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.