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

Evermay 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	$193K	Hold	3,179	–	–	0.02%	209
2026 Q1	$180K	Hold	3,179	–	–	0.02%	201
2025 Q4	$181K	Hold	3,179	–	–	0.02%	206
2025 Q3	$176K	Hold	3,179	–	–	0.02%	206
2025 Q2	$166K	Sell	3,179 -49	-2%	-$2.45K	0.02%	210
2025 Q1	$165K	Hold	3,228	–	–	0.02%	209
2024 Q4	$165K	Hold	3,228	–	–	0.03%	213
2024 Q3	$171K	Sell	3,228 -231	-7%	-$11.8K	0.03%	210
2024 Q2	$169K	Hold	3,459	–	–	0.03%	209
2024 Q1	$173K	Buy	3,459 +280	+9%	+$13.3K	0.03%	211
2023 Q4	$148K	Hold	3,179	–	–	0.03%	204
2023 Q3	$131K	Hold	3,179	–	–	0.03%	205
2023 Q2	$137K	Hold	3,179	–	–	0.03%	213
2023 Q1	$129K	Hold	3,179	–	–	0.03%	211
2022 Q4	$124K	Hold	3,179	–	–	0.03%	206
2022 Q3	$110K	Hold	3,179	–	–	0.02%	206
2022 Q2	$117K	Hold	3,179	–	–	0.02%	204
2022 Q1	$133K	Buy	+3,179	New	+$131K	0.02%	224

Other funds holding SPYV

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

Evermay Wealth Management held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 3,179 shares worth $193K. The position accounts for 0.02% of the portfolio, ranked #209.

Evermay Wealth Management first reported a position in SPYV in Q1 2022 and has held it in 18 quarters since. 466 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Evermay Wealth Management held 3,179 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $193K as of Q2 2026.
Evermay Wealth Management left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Evermay Wealth Management's portfolio in Q2 2026, its #209 holding.
Evermay Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and has held it in 18 quarters since.
466 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.