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

Golden State Equity Partners’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	-11,769	Closed	-$666K	–	1571
2026 Q1	$666K	Buy	+11,769	New	+$683K	0.05%	377
2024 Q4	–	Sell	-1	Closed	-$52	–	811
2024 Q3	$52	Buy	+1	New	+$51	﹤0.01%	808
2023 Q4	$214K	Buy	+4,591	New	+$198K	0.05%	334
2023 Q3	–	Sell	-4,995	Closed	-$216K	–	352
2023 Q2	$216K	Buy	+4,995	New	+$206K	0.06%	335

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

Golden State Equity Partners's SPYV Position: Q2 2026 in Review

Golden State Equity Partners sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026, closing a stake of 11,769 shares — an estimated $666K sold.

Golden State Equity Partners first reported a position in SPYV in Q2 2023 and held it in 4 quarters. The position peaked at $666K in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Golden State Equity Partners reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 11,769 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $666K.
Golden State Equity Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and held it in 4 quarters.
Golden State Equity Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $666K in Q1 2026.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.