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

Game Plan Financial 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	$6.25K	Sell	91 -284	-76%	-$17K	﹤0.01%	259
2026 Q1	$21.2K	Hold	375	–	–	0.01%	174
2025 Q4	$21.3K	Hold	375	–	–	0.01%	178
2025 Q3	$20.7K	Hold	375	–	–	0.01%	186
2025 Q2	$19.6K	Hold	375	–	–	0.01%	193
2025 Q1	$19.2K	Hold	375	–	–	0.01%	189
2024 Q4	$19.1K	Hold	375	–	–	0.01%	184
2024 Q3	$19.8K	Hold	375	–	–	0.01%	188
2024 Q2	$18.3K	Hold	375	–	–	0.01%	201
2024 Q1	$18.8K	Buy	+375	New	+$17.9K	0.01%	219

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

Game Plan Financial Advisors's SPYV Position: Q2 2026 in Review

Game Plan Financial Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 76% in Q2 2026, selling an estimated $17K and leaving 91 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Game Plan Financial Advisors first reported a position in SPYV in Q1 2024 and has held it in 10 quarters since. The position peaked at $21.3K in Q4 2025. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Game Plan Financial Advisors held 91 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $6.25K as of Q2 2026.
Game Plan Financial Advisors sold 284 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $17K.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q2 2026, its #259 holding.
Game Plan Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
Game Plan Financial Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $21.3K 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 Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.