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

Fourth Dimension Wealth’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	$1.36M	Sell	22,365 -2,956	-12%	-$177K	0.43%	49
2026 Q1	$1.43M	Sell	25,321 -2,405	-9%	-$140K	0.54%	40
2025 Q4	$1.58M	Buy	27,726 +5,772	+26%	+$324K	0.57%	43
2025 Q3	$1.21M	Buy	21,954 +1,489	+7%	+$80.2K	0.46%	48
2025 Q2	$1.07M	Buy	20,465 +3,163	+18%	+$158K	0.45%	47
2025 Q1	$884K	Buy	17,302 +1,420	+9%	+$73.6K	0.43%	47
2024 Q4	$884K	Buy	+15,882	New	+$845K	0.46%	41

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

Fourth Dimension Wealth's SPYV Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 12% in Q2 2026, selling an estimated $177K and leaving 22,365 shares worth $1.36M. The position accounts for 0.43% of the portfolio, ranked #49.

Fourth Dimension Wealth first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q4 2025. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Fourth Dimension Wealth held 22,365 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.36M as of Q2 2026.
Fourth Dimension Wealth sold 2,956 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $177K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.43% of Fourth Dimension Wealth's portfolio in Q2 2026, its #49 holding.
Fourth Dimension Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.58M in Q4 2025.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.