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 Q2	$20K	Buy	329 +3	+0.9%	+$180	﹤0.01%	260
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 $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

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

EPG Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.92% in Q2 2026, buying an estimated $180 and bringing the position to 329 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

EPG Wealth Management first reported a position in SPYV in Q4 2019 and has held it in 6 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

EPG Wealth Management held 329 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $20K as of Q2 2026.
EPG Wealth Management bought 3 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $180.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #260 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 6 quarters since.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.