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

Friday Financial’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	$4.02M	Buy	64,969 +5,260	+9%	+$315K	1.08%	20
2026 Q1	$3.38M	Buy	59,709 +3,359	+6%	+$195K	1.16%	20
2025 Q4	$3.2M	Buy	56,350 +3,692	+7%	+$207K	1.13%	20
2025 Q3	$2.91M	Buy	52,658 +821	+2%	+$44.2K	1.22%	18
2025 Q2	$2.71M	Buy	51,837 +29	+0.1%	+$1.45K	1.38%	17
2025 Q1	$2.66M	Sell	51,808 -52	-0.1%	-$2.7K	1.59%	16
2024 Q4	$2.65M	Buy	+51,860	New	+$2.76M	1.83%	15

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

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

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

Friday Financial's SPYV Position: Q2 2026 in Review

Friday Financial increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 8.8% in Q2 2026, buying an estimated $315K and bringing the position to 64,969 shares worth $4.02M. The position accounts for 1.08% of the portfolio, ranked #20.

Friday Financial first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. 306 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Friday Financial held 64,969 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $4.02M as of Q2 2026.
Friday Financial bought 5,260 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $315K.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.08% of Friday Financial's portfolio in Q2 2026, its #20 holding.
Friday Financial 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.
306 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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