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

Institute for 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	$3.9K	Buy	+64	New	+$3.83K	﹤0.01%	1496
2020 Q1	–	Sell	-3,380	Closed	-$118K	–	649
2019 Q4	$118K	Buy	+3,380	New	+$113K	0.03%	461

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

Institute for Wealth Management's SPYV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 64 shares worth $3.9K. The stake represents ﹤0.01% of the portfolio and ranks #1496 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SPYV as recently as Q4 2019.

Institute for Wealth Management first reported a position in SPYV in Q4 2019 and has held it in 2 quarters since. The position peaked at $118K in Q4 2019. 1,219 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Institute for Wealth Management held 64 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.9K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new Institute for Wealth Management position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1496 holding.
Institute for Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and has held it in 2 quarters since.
Institute for Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $118K in Q4 2019.
1,219 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.