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Golden Reserve Retirement’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Golden Reserve Retirement’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 		$301K Buy
+4,946
New +$296K 0.05% 104

Other funds holding SPYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Golden Reserve Retirement's SPYV Position: Q2 2026 in Review

Golden Reserve Retirement opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 4,946 shares worth $301K. The stake represents 0.05% of the portfolio and ranks #104 among its holdings.

835 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Golden Reserve Retirement held 4,946 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $301K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF was a new Golden Reserve Retirement position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.05% of Golden Reserve Retirement's portfolio in Q2 2026, its #104 holding.
  • 835 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Golden Reserve Retirement's 13F filing for Q2 2026, filed 4 Aug 2026.