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

Grantvest 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	$270K	Buy	4,436 +12	+0.3%	+$718	0.16%	156
2026 Q1	$250K	Buy	4,424 +99	+2%	+$5.74K	0.16%	150
2025 Q4	$246K	Buy	4,325 +8	+0.2%	+$449	0.16%	143
2025 Q3	$239K	Sell	4,317 -209	-5%	-$11.3K	0.16%	139
2025 Q2	$237K	Buy	4,526 +19	+0.4%	+$950	0.18%	125
2025 Q1	$230K	Buy	+4,507	New	+$234K	0.19%	116

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

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

Grantvest Financial Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.27% in Q2 2026, buying an estimated $718 and bringing the position to 4,436 shares worth $270K. The position accounts for 0.16% of the portfolio, ranked #156.

Grantvest Financial Group first reported a position in SPYV in Q1 2025 and has held it in 6 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Grantvest Financial Group held 4,436 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $270K as of Q2 2026.
Grantvest Financial Group bought 12 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $718.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.16% of Grantvest Financial Group's portfolio in Q2 2026, its #156 holding.
Grantvest Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.