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

Grand 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	–	Sell	-841	Closed	-$47.6K	–	80
2026 Q1	$47.6K	Hold	841	–	–	0.02%	61
2025 Q4	$47.8K	Hold	841	–	–	0.02%	56
2025 Q3	$46.5K	Buy	+841	New	+$45.3K	0.02%	54
2024 Q2	–	Sell	-841	Closed	-$42.1K	–	70
2024 Q1	$42.1K	Hold	841	–	–	0.02%	59
2023 Q4	$39.2K	Hold	841	–	–	0.02%	61
2023 Q3	$34.7K	Sell	841 -1	-0.1%	-$43	0.02%	56
2023 Q2	$36.4K	Buy	+842	New	+$34.8K	0.02%	53

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

Grand Wealth Management's SPYV Position: Q2 2026 in Review

Grand Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026, closing a stake of 841 shares — an estimated $47.6K sold.

Grand Wealth Management first reported a position in SPYV in Q2 2023 and held it in 7 quarters. The position peaked at $47.8K in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Grand Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
Grand Wealth Management sold 841 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $47.6K.
Grand Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and held it in 7 quarters.
Grand Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $47.8K 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 Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.