Goldstein Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Goldstein Advisors’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	$272K	Hold	4,473	–	–	0.02%	202
2026 Q1	$253K	Buy	4,473 +25	+0.6%	+$1.45K	0.03%	176
2025 Q4	$253K	Buy	4,448 +14	+0.3%	+$787	0.03%	177
2025 Q3	$245K	Hold	4,434	–	–	0.03%	172
2025 Q2	$232K	Sell	4,434 -134	-3%	-$6.7K	0.03%	167
2025 Q1	$233K	Hold	4,568	–	–	0.03%	165
2024 Q4	$234K	Sell	4,568 -121	-3%	-$6.44K	0.03%	159
2024 Q3	$248K	Sell	4,689 -374	-7%	-$19K	0.04%	153
2024 Q2	$247K	Sell	5,063 -116	-2%	-$5.67K	0.04%	137
2024 Q1	$259K	Sell	5,179 -354	-6%	-$16.9K	0.04%	131
2023 Q4	$258K	Sell	5,533 -88	-2%	-$3.79K	0.04%	148
2023 Q3	$232K	Sell	5,621 -80	-1%	-$3.46K	0.05%	120
2023 Q2	$246K	Hold	5,701	–	–	0.05%	124
2023 Q1	$232K	Sell	5,701 -190	-3%	-$7.7K	0.05%	122
2022 Q4	$229K	Buy	+5,891	New	+$226K	0.06%	121

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

Goldstein Advisors's SPYV Position: Q2 2026 in Review

Goldstein Advisors held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 4,473 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #202.

Goldstein Advisors first reported a position in SPYV in Q4 2022 and has held it in 15 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Goldstein Advisors held 4,473 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $272K as of Q2 2026.
Goldstein Advisors left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Goldstein Advisors's portfolio in Q2 2026, its #202 holding.
Goldstein Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.