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

Financial Management Professionals’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	$10.1M	Buy	166,508 +2,608	+2%	+$156K	0.96%	22
2026 Q1	$9.27M	Buy	+163,900	New	+$9.51M	1.04%	18
2024 Q1	–	Sell	-4,400	Closed	-$205K	–	1072
2023 Q4	$205K	Buy	+4,400	New	+$190K	0.03%	129

Other funds holding SPYV

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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Financial Management Professionals's SPYV Position: Q2 2026 in Review

Financial Management Professionals increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.6% in Q2 2026, buying an estimated $156K and bringing the position to 166,508 shares worth $10.1M. The position accounts for 0.96% of the portfolio, ranked #22.

Financial Management Professionals first reported a position in SPYV in Q4 2023 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Financial Management Professionals held 166,508 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $10.1M as of Q2 2026.
Financial Management Professionals bought 2,608 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $156K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.96% of Financial Management Professionals's portfolio in Q2 2026, its #22 holding.
Financial Management Professionals first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 3 quarters since.
241 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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