Global Wealth Strategies & Associates’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-1,112	Closed	-$62.9K	–	413
2026 Q1	$62.9K	Buy	1,112 +127	+13%	+$7.37K	0.02%	150
2025 Q4	$56K	Sell	985 -10	-1%	-$562	0.01%	145
2025 Q3	$55.1K	Hold	995	–	–	0.01%	143
2025 Q2	$52.1K	Hold	995	–	–	0.01%	109
2025 Q1	$50.8K	Buy	+995	New	+$51.6K	0.02%	115
2024 Q3	–	Sell	-152	Closed	-$7.41K	–	374
2024 Q2	$7.41K	Hold	152	–	–	﹤0.01%	194
2024 Q1	$7.62K	Buy	+152	New	+$7.25K	﹤0.01%	195

Other funds holding SPYV

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Global Wealth Strategies & Associates's SPYV Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026, closing a stake of 1,112 shares — an estimated $62.9K sold.

Global Wealth Strategies & Associates first reported a position in SPYV in Q1 2024 and held it in 7 quarters. The position peaked at $62.9K in Q1 2026. 329 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 1,112 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $62.9K.
Global Wealth Strategies & Associates first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and held it in 7 quarters.
Global Wealth Strategies & Associates's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $62.9K in Q1 2026.
329 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.