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

Hopwood Financial Services’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	$204K	Buy	+3,351	New	+$201K	0.12%	91
2026 Q1	–	Sell	-4,021	Closed	-$228K	–	89
2025 Q4	$228K	Hold	4,021	–	–	0.16%	84
2025 Q3	$222K	Hold	4,021	–	–	0.15%	87
2025 Q2	$210K	Hold	4,021	–	–	0.16%	79
2025 Q1	$205K	Hold	4,021	–	–	0.16%	86
2024 Q4	$206K	Buy	+4,021	New	+$214K	0.16%	84

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

Hopwood Financial Services's SPYV Position: Q2 2026 in Review

Hopwood Financial Services opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 3,351 shares worth $204K. The stake represents 0.12% of the portfolio and ranks #91 among its holdings. This is a return to the name: Hopwood Financial Services previously reported a position in SPYV as recently as Q4 2025.

Hopwood Financial Services first reported a position in SPYV in Q4 2024 and has held it in 6 quarters since. The position peaked at $228K in Q4 2025. 615 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Hopwood Financial Services held 3,351 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $204K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new Hopwood Financial Services position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.12% of Hopwood Financial Services's portfolio in Q2 2026, its #91 holding.
Hopwood Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
Hopwood Financial Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $228K in Q4 2025.
615 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.