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

Impact Partnership Wealth’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	$686K	Sell	12,127 -2,833	-19%	-$164K	0.08%	155
2025 Q4	$850K	Buy	+14,960	New	+$840K	0.11%	129
2024 Q2	–	Sell	-326	Closed	-$16.4K	–	620
2024 Q1	$16.4K	Buy	326 +1	+0.3%	+$48	0.01%	405
2023 Q4	$15.1K	Sell	325 -524	-62%	-$22.6K	0.01%	444
2023 Q3	$35K	Sell	849 -3,018	-78%	-$131K	0.01%	439
2023 Q2	$167K	Buy	+3,867	New	+$160K	0.06%	154

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Impact Partnership Wealth's SPYV Position: Q1 2026 in Review

Impact Partnership Wealth reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 19% in Q1 2026, selling an estimated $164K and leaving 12,127 shares worth $686K. The position accounts for 0.08% of the portfolio, ranked #155.

Impact Partnership Wealth first reported a position in SPYV in Q2 2023 and has held it in 6 quarters since. The position peaked at $850K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Impact Partnership Wealth held 12,127 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $686K as of Q1 2026.
Impact Partnership Wealth sold 2,833 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $164K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.08% of Impact Partnership Wealth's portfolio in Q1 2026, its #155 holding.
Impact Partnership Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and has held it in 6 quarters since.
Impact Partnership Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $850K in Q4 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.