IWN
SPYV icon

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

Independent Wealth Network’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 		$5.39M Sell
88,671
-2,063
-2% -$123K 1.37% 10
2026
Q1 		$5.13M Sell
90,734
-61,298
-40% -$3.56M 1.52% 10
2025
Q4 		$8.64M Buy
152,032
+4,492
+3% +$252K 2.64% 5
2025
Q3 		$8.16M Buy
147,540
+6,672
+5% +$359K 2.62% 5
2025
Q2 		$7.37M Buy
140,868
+4,679
+3% +$234K 2.68% 5
2025
Q1 		$6.96M Buy
136,189
+692
+0.5% +$35.9K 2.77% 5
2024
Q4 		$6.93M Buy
135,497
+5,665
+4% +$301K 2.81% 5
2024
Q3 		$6.86M Buy
129,832
+2,981
+2% +$152K 3.03% 5
2024
Q2 		$6.18M Sell
126,851
-3,308
-3% -$162K 2.88% 4
2024
Q1 		$6.52M Sell
130,159
-2,345
-2% -$112K 3.06% 4
2023
Q4 		$6.18M Buy
132,504
+2,706
+2% +$117K 3.25% 5
2023
Q3 		$5.36M Buy
129,798
+7,944
+7% +$344K 3.29% 4
2023
Q2 		$5.26M Sell
121,854
-2,510
-2% -$104K 3.16% 5
2023
Q1 		$5.06M Buy
124,364
+629
+0.5% +$25.5K 3.24% 4
2022
Q4 		$4.81M Buy
123,735
+1,024
+0.8% +$39.2K 3.29% 4
2022
Q3 		$4.23M Buy
122,711
+3,710
+3% +$141K 3.31% 4
2022
Q2 		$4.38M Sell
119,001
-2,372
-2% -$93.9K 3.16% 4
2022
Q1 		$5.07M Buy
121,373
+3,826
+3% +$158K 3.22% 3
2021
Q4 		$4.94M Buy
117,547
+1,799
+2% +$73.4K 3.04% 3
2021
Q3 		$4.79M Buy
+115,748
New +$4.62M 3.13% 3

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Wealth Network's SPYV Position: Q2 2026 in Review

Independent Wealth Network reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.3% in Q2 2026, selling an estimated $123K and leaving 88,671 shares worth $5.39M. The position accounts for 1.37% of the portfolio, ranked #10.

Independent Wealth Network first reported a position in SPYV in Q3 2021 and has held it in 20 quarters since. The position peaked at $8.64M in Q4 2025. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Independent Wealth Network held 88,671 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $5.39M as of Q2 2026.
  • Independent Wealth Network sold 2,063 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $123K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 1.37% of Independent Wealth Network's portfolio in Q2 2026, its #10 holding.
  • Independent Wealth Network first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $8.64M in Q4 2025.
  • 1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.