Intrua Financial’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Intrua Financial’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	$1.71M	Buy	28,110 +3,244	+13%	+$194K	0.16%	110
2026 Q1	$1.41M	Buy	24,866 +867	+4%	+$50.3K	0.15%	114
2025 Q4	$1.36M	Sell	23,999 -11,641	-33%	-$654K	0.14%	119
2025 Q3	$1.97M	Buy	35,640 +5,813	+19%	+$313K	0.21%	91
2025 Q2	$1.56M	Sell	29,827 -14,444	-33%	-$722K	0.21%	83
2025 Q1	$2.26M	Buy	44,271 +18,242	+70%	+$946K	0.33%	62
2024 Q4	$1.33M	Buy	26,029 +17,554	+207%	+$934K	0.2%	86
2024 Q3	$448K	Buy	8,475 +22	+0.3%	+$1.12K	0.07%	239
2024 Q2	$412K	Sell	8,453 -3,004	-26%	-$147K	0.06%	257
2024 Q1	$574K	Sell	11,457 -44,464	-80%	-$2.12M	0.08%	218
2023 Q4	$2.61M	Sell	55,921 -3,982	-7%	-$172K	0.38%	61
2023 Q3	$2.47M	Buy	59,903 +3,252	+6%	+$141K	0.42%	56
2023 Q2	$2.45M	Buy	56,651 +2,875	+5%	+$119K	0.41%	59
2023 Q1	$2.18M	Sell	53,776 -1,513	-3%	-$61.3K	0.45%	54
2022 Q4	$2.2M	Buy	+55,289	New	+$2.12M	0.51%	48

Other funds holding SPYV

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Intrua Financial's SPYV Position: Q2 2026 in Review

Intrua Financial increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 13% in Q2 2026, buying an estimated $194K and bringing the position to 28,110 shares worth $1.71M. The position accounts for 0.16% of the portfolio, ranked #110.

Intrua Financial first reported a position in SPYV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.61M in Q4 2023. 467 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Intrua Financial held 28,110 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.71M as of Q2 2026.
Intrua Financial bought 3,244 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $194K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.16% of Intrua Financial's portfolio in Q2 2026, its #110 holding.
Intrua Financial first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
Intrua Financial's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.61M in Q4 2023.
467 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.