Howard Capital Management Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Howard Capital Management 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	$260K	Hold	4,273	–	–	0.02%	122
2026 Q1	$242K	Hold	4,273	–	–	0.02%	121
2025 Q4	$243K	Hold	4,273	–	–	0.02%	120
2025 Q3	$236K	Hold	4,273	–	–	0.02%	125
2025 Q2	$224K	Hold	4,273	–	–	0.02%	116
2025 Q1	$218K	Hold	4,273	–	–	0.02%	114
2024 Q4	$219K	Hold	4,273	–	–	0.01%	118
2024 Q3	$226K	Hold	4,273	–	–	0.02%	116
2024 Q2	$208K	Hold	4,273	–	–	0.02%	115
2024 Q1	$214K	Buy	+4,273	New	+$204K	0.02%	113

Other funds holding SPYV

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

MFG

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

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Howard Capital Management Group's SPYV Position: Q2 2026 in Review

Howard Capital Management Group held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 4,273 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #122.

Howard Capital Management Group first reported a position in SPYV in Q1 2024 and has held it in 10 quarters since. 292 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Howard Capital Management Group held 4,273 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $260K as of Q2 2026.
Howard Capital Management Group left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Howard Capital Management Group's portfolio in Q2 2026, its #122 holding.
Howard Capital Management Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
292 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.