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

Glassman Wealth Services’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	$233K	Hold	3,833	–	–	0.03%	74
2026 Q1	$217K	Hold	3,833	–	–	0.03%	72
2025 Q4	$218K	Hold	3,833	–	–	0.03%	75
2025 Q3	$212K	Hold	3,833	–	–	0.03%	72
2025 Q2	$201K	Hold	3,833	–	–	0.03%	73
2025 Q1	$196K	Hold	3,833	–	–	0.03%	72
2024 Q4	$196K	Hold	3,833	–	–	0.03%	67
2024 Q3	$203K	Hold	3,833	–	–	0.03%	66
2024 Q2	$187K	Hold	3,833	–	–	0.03%	72
2024 Q1	$192K	Buy	3,833 +1,423	+59%	+$67.8K	0.04%	69
2023 Q4	$112K	Buy	2,410 +1,423	+144%	+$61.4K	0.02%	276
2023 Q3	$40.7K	Hold	987	–	–	0.01%	469
2023 Q2	$42.6K	Hold	987	–	–	0.01%	441
2023 Q1	$40.2K	Hold	987	–	–	0.01%	457
2022 Q4	$38.4K	Hold	987	–	–	0.01%	485
2022 Q3	$34K	Hold	987	–	–	0.01%	475
2022 Q2	$36K	Hold	987	–	–	0.01%	465
2022 Q1	$41K	Hold	987	–	–	0.01%	450
2021 Q4	$41K	Buy	+987	New	+$40.3K	0.01%	419

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

Glassman Wealth Services's SPYV Position: Q2 2026 in Review

Glassman Wealth Services held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 3,833 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #74.

Glassman Wealth Services first reported a position in SPYV in Q4 2021 and has held it in 19 quarters since. 1,211 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Glassman Wealth Services held 3,833 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $233K as of Q2 2026.
Glassman Wealth Services left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Glassman Wealth Services's portfolio in Q2 2026, its #74 holding.
Glassman Wealth Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and has held it in 19 quarters since.
1,211 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.