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

Golden State Wealth 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	$4.41M	Sell	72,626 -11,836	-14%	-$708K	0.4%	50
2026 Q1	$4.78M	Sell	84,462 -5,090	-6%	-$295K	0.52%	37
2025 Q4	$5.09M	Buy	89,552 +6,103	+7%	+$343K	0.54%	36
2025 Q3	$4.62M	Buy	83,449 +2,197	+3%	+$118K	0.51%	37
2025 Q2	$4.25M	Sell	81,252 -875	-1%	-$43.7K	0.52%	36
2025 Q1	$4.19M	Buy	82,127 +505	+0.6%	+$26.2K	0.62%	33
2024 Q4	$4.17M	Buy	+81,622	New	+$4.34M	0.63%	31
2019 Q4	–	Sell	-1,014	Closed	-$32K	–	809
2019 Q3	$32K	Hold	1,014	–	–	0.01%	532
2019 Q2	$31K	Hold	1,014	–	–	0.01%	548
2019 Q1	$31K	Buy	+1,014	New	+$29.9K	0.01%	541

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 Wealth Management's SPYV Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 14% in Q2 2026, selling an estimated $708K and leaving 72,626 shares worth $4.41M. The position accounts for 0.4% of the portfolio, ranked #50.

Golden State Wealth Management first reported a position in SPYV in Q1 2019 and has held it in 10 quarters since. The position peaked at $5.09M in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Golden State Wealth Management held 72,626 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $4.41M as of Q2 2026.
Golden State Wealth Management sold 11,836 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $708K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.4% of Golden State Wealth Management's portfolio in Q2 2026, its #50 holding.
Golden State Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $5.09M in Q4 2025.
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 Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.