FSAG
SPYV icon

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

Financial Solutions Advisory 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 		$464K Sell
7,532
-928
-11% -$55.5K 0.06% 116
2026
Q1 		$479K Buy
+8,460
New +$491K 0.07% 112

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

Financial Solutions Advisory Group's SPYV Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 11% in Q2 2026, selling an estimated $55.5K and leaving 7,532 shares worth $464K. The position accounts for 0.06% of the portfolio, ranked #116.

Financial Solutions Advisory Group first reported a position in SPYV in Q1 2026 and has held it in 2 quarters since. The position peaked at $479K in Q1 2026. 359 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Financial Solutions Advisory Group held 7,532 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $464K as of Q2 2026.
  • Financial Solutions Advisory Group sold 928 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $55.5K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.06% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #116 holding.
  • Financial Solutions Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Financial Solutions Advisory Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $479K in Q1 2026.
  • 359 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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