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

Financial Network 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	$9.89M	Sell	162,652 -3,615	-2%	-$216K	2.8%	10
2026 Q1	$9.41M	Buy	166,267 +5,268	+3%	+$306K	2.98%	10
2025 Q4	$9.15M	Buy	160,999 +5,074	+3%	+$285K	2.81%	10
2025 Q3	$8.75M	Buy	+155,925	New	+$8.4M	2.7%	10
2025 Q1	$7.18M	Buy	140,563 +12,273	+10%	+$637K	2.53%	9
2024 Q4	$6.56M	Sell	128,290 -1,873	-1%	-$99.7K	2.34%	11
2024 Q3	$6.88M	Sell	130,163 -6,252	-5%	-$318K	2.47%	11
2024 Q2	$6.65M	Buy	136,415 +1,822	+1%	+$89.1K	2.53%	11
2024 Q1	$6.57M	Buy	+134,593	New	+$6.42M	3.11%	11

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

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

Financial Network Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.2% in Q2 2026, selling an estimated $216K and leaving 162,652 shares worth $9.89M. The position accounts for 2.8% of the portfolio, ranked #10.

Financial Network Wealth Management first reported a position in SPYV in Q1 2024 and has held it in 9 quarters since. 1,216 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Financial Network Wealth Management held 162,652 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $9.89M as of Q2 2026.
Financial Network Wealth Management sold 3,615 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $216K.
State Street SPDR Portfolio S&P 500 Value ETF made up 2.8% of Financial Network Wealth Management's portfolio in Q2 2026, its #10 holding.
Financial Network Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 9 quarters since.
1,216 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 Management's 13F filing for Q2 2026, filed 13 Aug 2026.