Goldstone Financial Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Goldstone Financial Group’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	$7.74M	Sell	127,395 -4,662	-4%	-$279K	0.71%	37
2026 Q1	$7.47M	Sell	132,057 -73,494	-36%	-$4.26M	0.81%	38
2025 Q4	$11.7M	Sell	205,551 -996	-0.5%	-$56K	1.3%	22
2025 Q3	$11.4M	Sell	206,547 -9,048	-4%	-$487K	1.35%	21
2025 Q2	$11.5M	Buy	215,595 +9,687	+5%	+$484K	1.52%	18
2025 Q1	$10.5M	Buy	205,908 +6,947	+3%	+$360K	1.59%	18
2024 Q4	$10.2M	Buy	198,961 +34,907	+21%	+$1.86M	1.59%	18
2024 Q3	$8.67M	Buy	164,054 +20,756	+14%	+$1.06M	1.51%	20
2024 Q2	$6.98M	Buy	143,298 +14,943	+12%	+$730K	1.4%	21
2024 Q1	$6.43M	Buy	128,355 +25,091	+24%	+$1.2M	1.48%	20
2023 Q4	$4.82M	Buy	103,264 +10,373	+11%	+$447K	1.24%	22
2023 Q3	$3.83M	Buy	92,891 +7,981	+9%	+$346K	1.14%	23
2023 Q2	$3.67M	Buy	84,910 +21,193	+33%	+$875K	1.08%	23
2023 Q1	$2.59M	Buy	+63,717	New	+$2.58M	0.86%	26

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

Goldstone Financial Group's SPYV Position: Q2 2026 in Review

Goldstone Financial Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.5% in Q2 2026, selling an estimated $279K and leaving 127,395 shares worth $7.74M. The position accounts for 0.71% of the portfolio, ranked #37.

Goldstone Financial Group first reported a position in SPYV in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.7M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Goldstone Financial Group held 127,395 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $7.74M as of Q2 2026.
Goldstone Financial Group sold 4,662 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $279K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.71% of Goldstone Financial Group's portfolio in Q2 2026, its #37 holding.
Goldstone Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $11.7M in Q4 2025.
1,211 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.