EFG
SPYV icon

Everhart Financial Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Everhart Financial Group’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 		$322K Buy
5,298
+7
+0.1% +$419 0.02% 347
2026
Q1 		$299K Buy
5,291
+7
+0.1% +$406 0.03% 356
2025
Q4 		$300K Buy
5,284
+9
+0.2% +$506 0.03% 326
2025
Q3 		$292K Buy
+5,275
New +$284K 0.03% 317
2025
Q2 		– Sell
-9,243
Closed -$472K – 353
2025
Q1 		$472K Buy
+9,243
New +$479K 0.06% 216
2024
Q4 		– Sell
-5,244
Closed -$277K – 328
2024
Q3 		$277K Buy
5,244
+302
+6% +$15.4K 0.06% 271
2024
Q2 		$241K Buy
4,942
+10
+0.2% +$489 0.06% 260
2024
Q1 		$247K Sell
4,932
-599
-11% -$28.6K 0.07% 235
2023
Q4 		$258K Buy
5,531
+383
+7% +$16.5K 0.09% 204
2023
Q3 		$212K Buy
5,148
+149
+3% +$6.45K 0.09% 197
2023
Q2 		$216K Buy
4,999
+8
+0.2% +$330 0.09% 198
2023
Q1 		$203K Sell
4,991
-1,757
-26% -$71.2K 0.09% 200
2022
Q4 		$262K Buy
+6,748
New +$258K 0.13% 137

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

Everhart Financial Group's SPYV Position: Q2 2026 in Review

Everhart Financial Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.13% in Q2 2026, buying an estimated $419 and bringing the position to 5,298 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #347.

Everhart Financial Group first reported a position in SPYV in Q4 2022 and has held it in 13 quarters since. The position peaked at $472K in Q1 2025. 220 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Everhart Financial Group held 5,298 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $322K as of Q2 2026.
  • Everhart Financial Group bought 7 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $419.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #347 holding.
  • Everhart Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 13 quarters since.
  • Everhart Financial Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $472K in Q1 2025.
  • 220 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.