IWM
SPYV icon

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

IHT 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
Q1 		$93.2M Buy
1,646,902
+185,108
+13% +$10.7M 2.17% 2
2025
Q4 		$83M Buy
1,461,794
+70,011
+5% +$3.93M 2.02% 6
2025
Q3 		$77M Buy
1,391,783
+52,706
+4% +$2.84M 1.95% 6
2025
Q2 		$70.1M Buy
1,339,077
+149,395
+13% +$7.47M 1.93% 5
2025
Q1 		$60.8M Buy
1,189,682
+320,242
+37% +$16.6M 1.9% 4
2024
Q4 		$44.5M Sell
869,440
-49,058
-5% -$2.61M 1.43% 10
2024
Q3 		$48.5M Buy
918,498
+96,168
+12% +$4.89M 1.38% 10
2024
Q2 		$40.1M Sell
822,330
-13,666
-2% -$668K 1.5% 9
2024
Q1 		$41.9M Buy
835,996
+204,404
+32% +$9.75M 1.68% 9
2023
Q4 		$29.5M Sell
631,592
-36,553
-5% -$1.58M 1.31% 12
2023
Q3 		$27.6M Buy
668,145
+63,209
+10% +$2.74M 1.4% 10
2023
Q2 		$26.1M Buy
604,936
+5,910
+1% +$244K 1.36% 10
2023
Q1 		$24.4M Sell
599,026
-480,631
-45% -$19.5M 1.39% 10
2022
Q4 		$42M Buy
1,079,657
+485,317
+82% +$18.6M 2.64% 2
2022
Q3 		$20.5M Sell
594,340
-550,204
-48% -$20.9M 1.56% 9
2022
Q2 		$42.1M Buy
1,144,544
+80,025
+8% +$3.17M 3.71% 2
2022
Q1 		$44.4M Buy
1,064,519
+515,717
+94% +$21.3M 3.37% 3
2021
Q4 		$23.1M Buy
548,802
+16,830
+3% +$687K 1.7% 8
2021
Q3 		$20.7M Buy
531,972
+26,093
+5% +$1.04M 1.69% 5
2021
Q2 		$20M Buy
505,879
+42,505
+9% +$1.68M 1.27% 10
2021
Q1 		$17.6M Sell
463,374
-16,925
-4% -$612K 1.26% 10
2020
Q4 		$16.5M Buy
480,299
+18,778
+4% +$610K 1.37% 9
2020
Q3 		$13.9M Buy
461,521
+29,786
+7% +$905K 1.4% 11
2020
Q2 		$12.5M Buy
431,735
+58,716
+16% +$1.67M 1.71% 8
2020
Q1 		$9.64M Buy
373,019
+347,443
+1,358% +$11.1M 1.39% 11
2019
Q4 		$893K Buy
+25,576
New +$855K 0.11% 222

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IHT Wealth Management's SPYV Position: Q1 2026 in Review

IHT Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 13% in Q1 2026, buying an estimated $10.7M and bringing the position to 1,646,902 shares worth $93.2M. The position accounts for 2.17% of the portfolio, ranked #2.

IHT Wealth Management first reported a position in SPYV in Q4 2019 and has held it in 26 quarters since. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • IHT Wealth Management held 1,646,902 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $93.2M as of Q1 2026.
  • IHT Wealth Management bought 185,108 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $10.7M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 2.17% of IHT Wealth Management's portfolio in Q1 2026, its #2 holding.
  • IHT 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.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.