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

Innovative Wealth Building’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	$229K	Buy	+3,767	New	+$225K	0.13%	73
2025 Q4	–	Sell	-4,136	Closed	-$229K	–	62
2025 Q3	$229K	Buy	4,136 +41	+1%	+$2.21K	0.18%	53
2025 Q2	$214K	Sell	4,095 -5,474	-57%	-$274K	0.18%	50
2025 Q1	$489K	Sell	9,569 -3,324	-26%	-$172K	0.45%	35
2024 Q4	$659K	Buy	+12,893	New	+$686K	0.6%	30

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Innovative Wealth Building's SPYV Position: Q2 2026 in Review

Innovative Wealth Building opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 3,767 shares worth $229K. The stake represents 0.13% of the portfolio and ranks #73 among its holdings. This is a return to the name: Innovative Wealth Building previously reported a position in SPYV as recently as Q3 2025.

Innovative Wealth Building first reported a position in SPYV in Q4 2024 and has held it in 5 quarters since. The position peaked at $659K in Q4 2024. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Innovative Wealth Building held 3,767 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $229K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new Innovative Wealth Building position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.13% of Innovative Wealth Building's portfolio in Q2 2026, its #73 holding.
Innovative Wealth Building first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 5 quarters since.
Innovative Wealth Building's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $659K in Q4 2024.
1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.