TOP Private Wealth LLC.’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

TOP Private Wealth LLC.’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	$8.65M	Buy	+142,308	New	+$8.52M	8.3%	3

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

TOP Private Wealth LLC.'s SPYV Position: Q2 2026 in Review

TOP Private Wealth LLC. opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 142,308 shares worth $8.65M. The stake represents 8.3% of the portfolio and ranks #3 among its holdings.

1,136 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

TOP Private Wealth LLC. held 142,308 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $8.65M as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new TOP Private Wealth LLC. position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 8.3% of TOP Private Wealth LLC.'s portfolio in Q2 2026, its #3 holding.
1,136 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on TOP Private Wealth LLC.'s 13F filing for Q2 2026, filed 13 Aug 2026.