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 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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goodman Advisory Group's SPYV Position: Q1 2026 in Review

Goodman Advisory Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6% in Q1 2026, selling an estimated $1.2M and leaving 322,865 shares worth $18.3M. The position accounts for 4.74% of the portfolio, ranked #5.

Goodman Advisory Group first reported a position in SPYV in Q4 2021 and has held it in 15 quarters since. The position peaked at $24.5M in Q4 2021. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Goodman Advisory Group held 322,865 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $18.3M as of Q1 2026.
Goodman Advisory Group sold 20,731 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $1.2M.
State Street SPDR Portfolio S&P 500 Value ETF made up 4.74% of Goodman Advisory Group's portfolio in Q1 2026, its #5 holding.
Goodman Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and has held it in 15 quarters since.
Goodman Advisory Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $24.5M in Q4 2021.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.