Global View Capital Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Global View Capital Management’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	$309K	Buy	5,090 +372	+8%	+$22.3K	0.06%	111
2026 Q1	$267K	Sell	4,718 -454	-9%	-$26.3K	0.07%	121
2025 Q4	$294K	Buy	5,172 +444	+9%	+$24.9K	0.05%	118
2025 Q3	$262K	Buy	+4,728	New	+$255K	0.06%	128
2025 Q1	–	Sell	-6,774	Closed	-$345K	–	130
2024 Q4	$345K	Buy	+6,774	New	+$360K	0.12%	93

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

Global View Capital Management's SPYV Position: Q2 2026 in Review

Global View Capital Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 7.9% in Q2 2026, buying an estimated $22.3K and bringing the position to 5,090 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #111.

Global View Capital Management first reported a position in SPYV in Q4 2024 and has held it in 5 quarters since. The position peaked at $345K in Q4 2024. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Global View Capital Management held 5,090 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $309K as of Q2 2026.
Global View Capital Management bought 372 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $22.3K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.06% of Global View Capital Management's portfolio in Q2 2026, its #111 holding.
Global View Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 5 quarters since.
Global View Capital Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $345K in Q4 2024.
1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Global View Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.