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

HB 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	$1.4M	Buy	23,009 +18,302	+389%	+$1.1M	0.01%	600
2026 Q1	$266K	Buy	4,707 +104	+2%	+$6.03K	﹤0.01%	1295
2025 Q4	$262K	Buy	4,603 +11	+0.2%	+$618	﹤0.01%	1208
2025 Q3	$254K	Buy	+4,592	New	+$247K	﹤0.01%	1154

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

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

HB Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 389% in Q2 2026, buying an estimated $1.1M and bringing the position to 23,009 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #600.

HB Wealth Management first reported a position in SPYV in Q3 2025 and has held it in 4 quarters since. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

HB Wealth Management held 23,009 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.4M as of Q2 2026.
HB Wealth Management bought 18,302 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.1M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #600 holding.
HB Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.