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

Graney & King’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	$1.19M	Sell	19,618 -2,849	-13%	-$171K	0.43%	26
2026 Q1	$1.27M	Sell	22,467 -224	-1%	-$13K	0.69%	19
2025 Q4	$1.29M	Sell	22,691 -21,181	-48%	-$1.19M	0.75%	19
2025 Q3	$2.43M	Sell	43,872 -15,341	-26%	-$826K	1.68%	12
2025 Q2	$3.1M	Sell	59,213 -261,696	-82%	-$13.1M	2.08%	12
2025 Q1	$16.4M	Sell	320,909 -29,914	-9%	-$1.55M	12.2%	3
2024 Q4	$17.9M	Buy	+350,823	New	+$18.7M	13.55%	2

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

Graney & King's SPYV Position: Q2 2026 in Review

Graney & King reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 13% in Q2 2026, selling an estimated $171K and leaving 19,618 shares worth $1.19M. The position accounts for 0.43% of the portfolio, ranked #26.

Graney & King first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.9M in Q4 2024. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Graney & King held 19,618 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.19M as of Q2 2026.
Graney & King sold 2,849 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $171K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.43% of Graney & King's portfolio in Q2 2026, its #26 holding.
Graney & King first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
Graney & King's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $17.9M in Q4 2024.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.