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

Helen Stephens 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	$210K	Buy	+3,449	New	+$206K	0.04%	131
2024 Q2	–	Sell	-5,167	Closed	-$259K	–	85
2024 Q1	$259K	Sell	5,167 -2,731	-35%	-$130K	0.1%	62
2023 Q4	$368K	Sell	7,898 -38	-0.5%	-$1.64K	0.17%	51
2023 Q3	$327K	Sell	7,936 -12	-0.2%	-$520	0.17%	50
2023 Q2	$343K	Sell	7,948 -247	-3%	-$10.2K	0.17%	50
2023 Q1	$334K	Buy	8,195 +573	+8%	+$23.2K	0.17%	57
2022 Q4	$296K	Sell	7,622 -5,681	-43%	-$218K	0.18%	61
2022 Q3	$459K	Sell	13,303 -21	-0.2%	-$797	0.32%	41
2022 Q2	$491K	Sell	13,324 -77	-0.6%	-$3.05K	0.35%	38
2022 Q1	$559K	Buy	13,401 +3,012	+29%	+$124K	0.39%	32
2021 Q4	$436K	Buy	+10,389	New	+$424K	0.35%	33

Other funds holding SPYV

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Helen Stephens Group's SPYV Position: Q2 2026 in Review

Helen Stephens Group opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 3,449 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #131 among its holdings. This is a return to the name: Helen Stephens Group previously reported a position in SPYV as recently as Q1 2024.

Helen Stephens Group first reported a position in SPYV in Q4 2021 and has held it in 11 quarters since. The position peaked at $559K in Q1 2022. 617 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Helen Stephens Group held 3,449 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $210K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new Helen Stephens Group position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of Helen Stephens Group's portfolio in Q2 2026, its #131 holding.
Helen Stephens Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and has held it in 11 quarters since.
Helen Stephens Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $559K in Q1 2022.
617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.