GHP Investment Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

GHP Investment 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	$14.2M	Buy	233,175 +3,830	+2%	+$229K	0.52%	67
2026 Q1	$13M	Buy	229,345 +2,686	+1%	+$156K	0.53%	64
2025 Q4	$12.9M	Sell	226,659 -1,671	-0.7%	-$93.9K	0.53%	60
2025 Q3	$12.6M	Buy	228,330 +6,515	+3%	+$351K	0.53%	65
2025 Q2	$11.6M	Buy	221,815 +7,036	+3%	+$352K	0.51%	67
2025 Q1	$11M	Buy	214,779 +1,690	+0.8%	+$87.7K	0.53%	63
2024 Q4	$10.9M	Buy	213,089 +9,218	+5%	+$490K	0.51%	62
2024 Q3	$10.8M	Buy	203,871 +6,391	+3%	+$325K	0.49%	68
2024 Q2	$9.63M	Buy	197,480 +4,331	+2%	+$212K	0.48%	70
2024 Q1	$9.68M	Buy	193,149 +1,340	+0.7%	+$63.9K	0.48%	65
2023 Q4	$8.94M	Buy	191,809 +4,889	+3%	+$211K	0.48%	67
2023 Q3	$7.7M	Buy	186,920 +10,432	+6%	+$452K	0.47%	75
2023 Q2	$7.72M	Buy	176,488 +11,827	+7%	+$488K	0.45%	76
2023 Q1	$6.71M	Buy	164,661 +11,308	+7%	+$458K	0.43%	80
2022 Q4	$5.96M	Buy	153,353 +15,525	+11%	+$595K	0.4%	94
2022 Q3	$4.75M	Buy	137,828 +7,032	+5%	+$267K	0.36%	102
2022 Q2	$4.82M	Buy	130,796 +1,299	+1%	+$51.4K	0.36%	109
2022 Q1	$5.41M	Buy	129,497 +1,071	+0.8%	+$44.2K	0.36%	103
2021 Q4	$5.39M	Buy	128,426 +2,018	+2%	+$82.4K	0.38%	97
2021 Q3	$4.93M	Buy	126,408 +3,074	+2%	+$123K	0.39%	95
2021 Q2	$4.88M	Buy	123,334 +6,152	+5%	+$243K	0.39%	96
2021 Q1	$4.44M	Buy	117,182 +3,144	+3%	+$114K	0.39%	98
2020 Q4	$3.92M	Buy	114,038 +16,954	+17%	+$551K	0.37%	98
2020 Q3	$2.93M	Buy	97,084 +20,540	+27%	+$624K	0.33%	111
2020 Q2	$2.22M	Buy	76,544 +20,909	+38%	+$596K	0.28%	121
2020 Q1	$1.44M	Buy	55,635 +28,857	+108%	+$922K	0.22%	140
2019 Q4	$935K	Buy	26,778 +4,673	+21%	+$156K	0.1%	199
2019 Q3	$706K	Buy	22,105 +10,562	+92%	+$332K	0.09%	209
2019 Q2	$361K	Buy	11,543 +4,596	+66%	+$141K	0.04%	255
2019 Q1	$210K	Buy	+6,947	New	+$205K	0.03%	296

Other funds holding SPYV

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

GHP Investment Advisors's SPYV Position: Q2 2026 in Review

GHP Investment Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.7% in Q2 2026, buying an estimated $229K and bringing the position to 233,175 shares worth $14.2M. The position accounts for 0.52% of the portfolio, ranked #67.

GHP Investment Advisors first reported a position in SPYV in Q1 2019 and has held it in 30 quarters since. 546 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

GHP Investment Advisors held 233,175 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $14.2M as of Q2 2026.
GHP Investment Advisors bought 3,830 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $229K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.52% of GHP Investment Advisors's portfolio in Q2 2026, its #67 holding.
GHP Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2019 and has held it in 30 quarters since.
546 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.