Financial Network Wealth Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Financial Network Wealth Advisors’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	$2.46M	Buy	40,498 +2,666	+7%	+$160K	2.5%	7
2026 Q1	$2.14M	Buy	37,832 +2,237	+6%	+$130K	2.19%	7
2025 Q4	$2.02M	Buy	35,595 +1,584	+5%	+$89K	2.11%	7
2025 Q3	$1.88M	Buy	34,011 +6,571	+24%	+$354K	2.06%	9
2025 Q2	$1.44M	Sell	27,440 -231	-0.8%	-$11.5K	1.75%	8
2025 Q1	$1.41M	Buy	27,671 +1,296	+5%	+$67.2K	1.86%	9
2024 Q4	$1.35M	Sell	26,375 -33,373	-56%	-$1.78M	2.51%	7
2024 Q3	$3.16M	Sell	59,748 -1,179	-2%	-$60K	2.61%	3
2024 Q2	$2.97M	Buy	60,927 +14,873	+32%	+$727K	2.22%	5
2024 Q1	$2.31M	Sell	46,054 -453	-1%	-$21.6K	2.3%	6
2023 Q4	$2.17M	Buy	+46,507	New	+$2.01M	2.31%	7

Other funds holding SPYV

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 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

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Financial Network Wealth Advisors's SPYV Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 7% in Q2 2026, buying an estimated $160K and bringing the position to 40,498 shares worth $2.46M. The position accounts for 2.5% of the portfolio, ranked #7.

Financial Network Wealth Advisors first reported a position in SPYV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.16M in Q3 2024. 617 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Financial Network Wealth Advisors held 40,498 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.46M as of Q2 2026.
Financial Network Wealth Advisors bought 2,666 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $160K.
State Street SPDR Portfolio S&P 500 Value ETF made up 2.5% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Financial Network Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
Financial Network Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $3.16M in Q3 2024.
617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.