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

Global Financial Private Client’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	$3.24M	Sell	53,283 -55	-0.1%	-$3.29K	0.88%	27
2026 Q1	$3.02M	Sell	53,338 -377	-0.7%	-$21.9K	0.99%	24
2025 Q4	$3.05M	Buy	53,715 +74	+0.1%	+$4.16K	1.07%	20
2025 Q3	$2.97M	Sell	53,641 -36	-0.1%	-$1.94K	1.06%	16
2025 Q2	$2.81M	Buy	53,677 +51	+0.1%	+$2.55K	1.05%	19
2025 Q1	$2.74M	Sell	53,626 -1,396	-3%	-$72.4K	1.05%	12
2024 Q4	$2.81M	Sell	55,022 -1,039	-2%	-$55.3K	1.06%	13
2024 Q3	$2.96M	Sell	56,061 -856	-2%	-$43.6K	1.16%	12
2024 Q2	$2.77M	Hold	56,917	–	–	1.16%	12
2024 Q1	$2.83M	Sell	56,917 -1,203	-2%	-$57.4K	1.22%	12
2023 Q4	$2.71M	Sell	58,120 -25,776	-31%	-$1.11M	1.27%	12
2023 Q3	$3.44M	Hold	83,896	–	–	1.78%	7
2023 Q2	$3.63M	Sell	83,896 -1,892	-2%	-$78.1K	1.79%	7
2023 Q1	$3.5M	Sell	85,788 -3,049	-3%	-$124K	1.8%	9
2022 Q4	$3.45M	Sell	88,837 -14,359	-14%	-$550K	1.93%	10
2022 Q3	$3.66M	Sell	103,196 -6,142	-6%	-$233K	2.11%	8
2022 Q2	$4.08M	Sell	109,338 -32,101	-23%	-$1.27M	2.3%	9
2022 Q1	$5.93M	Buy	141,439 +535	+0.4%	+$22.1K	2.87%	7
2021 Q4	$5.92M	Sell	140,904 -1,685	-1%	-$68.8K	2.86%	9
2021 Q3	$5.64M	Buy	142,589 +4,349	+3%	+$174K	2.9%	7
2021 Q2	$5.5M	Buy	138,240 +24,940	+22%	+$986K	3.07%	9
2021 Q1	$4.32M	Sell	113,300 -17	-0%	-$615	3.1%	8
2020 Q4	$3.9M	Sell	113,317 -6,187	-5%	-$201K	3.09%	8
2020 Q3	$3.61M	Buy	119,504 +8,428	+8%	+$256K	3.14%	8
2020 Q2	$3.22M	Buy	+111,076	New	+$3.17M	2.8%	8

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

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 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

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Global Financial Private Client's SPYV Position: Q2 2026 in Review

Global Financial Private Client reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.1% in Q2 2026, selling an estimated $3.29K and leaving 53,283 shares worth $3.24M. The position accounts for 0.88% of the portfolio, ranked #27.

Global Financial Private Client first reported a position in SPYV in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.93M in Q1 2022. 617 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Global Financial Private Client held 53,283 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.24M as of Q2 2026.
Global Financial Private Client sold 55 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $3.29K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.88% of Global Financial Private Client's portfolio in Q2 2026, its #27 holding.
Global Financial Private Client first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2020 and has held it in 25 quarters since.
Global Financial Private Client's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $5.93M in Q1 2022.
617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.