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

Howard 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	$1.1M	Sell	18,044 -435	-2%	-$26K	0.41%	56
2026 Q1	$1.05M	Sell	18,479 -2,877	-13%	-$167K	0.44%	55
2025 Q4	$1.21M	Sell	21,356 -367	-2%	-$20.6K	0.53%	50
2025 Q3	$1.2M	Sell	21,723 -588	-3%	-$31.7K	0.55%	54
2025 Q2	$1.17M	Sell	22,311 -400	-2%	-$20K	0.59%	48
2025 Q1	$1.16M	Sell	22,711 -22	-0.1%	-$1.14K	0.65%	44
2024 Q4	$1.16M	Sell	22,733 -180	-0.8%	-$9.58K	0.63%	45
2024 Q3	$1.21M	Buy	22,913 +831	+4%	+$42.3K	0.71%	38
2024 Q2	$1.08M	Buy	+22,082	New	+$1.08M	0.85%	28
2024 Q1	–	Sell	-22,273	Closed	-$1.04M	–	109
2023 Q4	$1.04M	Sell	22,273 -30	-0.1%	-$1.29K	0.87%	29
2023 Q3	$920K	Sell	22,303 -975	-4%	-$42.2K	0.85%	33
2023 Q2	$1.01M	Sell	23,278 -1,165	-5%	-$48.1K	0.87%	31
2023 Q1	$995K	Buy	24,443 +523	+2%	+$21.2K	0.83%	33
2022 Q4	$930K	Sell	23,920 -8,096	-25%	-$310K	0.76%	37
2022 Q3	$1.1M	Buy	32,016 +1,907	+6%	+$72.3K	0.78%	39
2022 Q2	$1.11M	Sell	30,109 -1,855	-6%	-$73.5K	1.17%	23
2022 Q1	$1.33M	Sell	31,964 -2,653	-8%	-$109K	0.73%	39
2021 Q4	$1.45M	Buy	34,617 +1,780	+5%	+$72.7K	0.77%	38
2021 Q3	$1.28M	Buy	32,837 +2,041	+7%	+$81.5K	0.72%	39
2021 Q2	$1.22M	Buy	30,796 +2,575	+9%	+$102K	0.67%	40
2021 Q1	$1.07M	Buy	28,221 +6,231	+28%	+$225K	0.62%	44
2020 Q4	$756K	Buy	21,990 +4,941	+29%	+$161K	0.47%	54
2020 Q3	$514K	Sell	17,049 -382	-2%	-$11.6K	0.37%	65
2020 Q2	$505K	Buy	17,431 +1,442	+9%	+$41.1K	0.41%	60
2020 Q1	$413K	Buy	15,989 +6,042	+61%	+$193K	0.43%	57
2019 Q4	$347K	Buy	+9,947	New	+$332K	0.29%	77

Other funds holding SPYV

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

Howard Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.4% in Q2 2026, selling an estimated $26K and leaving 18,044 shares worth $1.1M. The position accounts for 0.41% of the portfolio, ranked #56.

Howard Wealth Management first reported a position in SPYV in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.45M in Q4 2021. 460 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Howard Wealth Management held 18,044 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.1M as of Q2 2026.
Howard Wealth Management sold 435 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $26K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.41% of Howard Wealth Management's portfolio in Q2 2026, its #56 holding.
Howard Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and has held it in 26 quarters since.
Howard Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.45M in Q4 2021.
460 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.