GAG
SPYV icon

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

Goodman Advisory 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 		– Sell
-322,865
Closed -$18.3M – 160
2026
Q1 		$18.3M Sell
322,865
-20,731
-6% -$1.2M 4.74% 5
2025
Q4 		$19.5M Buy
+343,596
New +$19.3M 4.8% 5
2025
Q2 		– Sell
-348,702
Closed -$17.8M – 197
2025
Q1 		$17.8M Buy
348,702
+8,777
+3% +$455K 5.43% 3
2024
Q4 		$17.4M Buy
339,925
+8,332
+3% +$443K 5.13% 4
2024
Q3 		$17.5M Buy
+331,593
New +$16.9M 5% 3
2024
Q2 		– Sell
-245
Closed -$12.3K – 206
2024
Q1 		$12.3K Hold
245
– – ﹤0.01% 127
2023
Q4 		$11.4K Sell
245
-26
-10% -$1.12K ﹤0.01% 120
2023
Q3 		$11.2K Sell
271
-1,037
-79% -$44.9K ﹤0.01% 124
2023
Q2 		$56.5K Sell
1,308
-603
-32% -$24.9K 0.02% 83
2023
Q1 		$77.8K Sell
1,911
-1,474
-44% -$59.7K 0.04% 67
2022
Q4 		$132K Sell
3,385
-785
-19% -$30.1K 0.08% 56
2022
Q3 		$144K Sell
4,170
-1,455
-26% -$55.2K 0.08% 55
2022
Q2 		$207K Sell
5,625
-23,167
-80% -$917K 0.09% 47
2022
Q1 		$1.2M Sell
28,792
-555,052
-95% -$22.9M 0.42% 43
2021
Q4 		$24.5M Buy
+583,844
New +$23.8M 8.28% 3

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goodman Advisory Group's SPYV Position: Q2 2026 in Review

Goodman Advisory Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026, closing a stake of 322,865 shares — an estimated $18.3M sold.

Goodman Advisory Group first reported a position in SPYV in Q4 2021 and held it in 15 quarters. The position peaked at $24.5M in Q4 2021. 1,214 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Goodman Advisory Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Goodman Advisory Group sold 322,865 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $18.3M.
  • Goodman Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and held it in 15 quarters.
  • Goodman Advisory Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $24.5M in Q4 2021.
  • 1,214 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.