IHWM
SPYV icon

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

Iron Horse 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
2025
Q2 		$1.46M Sell
27,903
-350
-1% -$17.5K 0.43% 18
2025
Q1 		$1.44M Buy
28,253
+575
+2% +$29.8K 0.46% 18
2024
Q4 		$1.42M Sell
27,678
-1,648
-6% -$87.7K 0.48% 16
2024
Q3 		$1.55M Buy
29,326
+605
+2% +$30.8K 0.53% 16
2024
Q2 		$1.4M Sell
28,721
-671
-2% -$32.8K 0.53% 16
2024
Q1 		$1.47M Buy
29,392
+3,692
+14% +$176K 0.58% 16
2023
Q4 		$1.2M Sell
25,700
-412
-2% -$17.8K 0.52% 16
2023
Q3 		$1.08M Buy
26,112
+3,192
+14% +$138K 0.53% 16
2023
Q2 		$990K Sell
22,920
-1,721
-7% -$71.1K 0.49% 18
2023
Q1 		$1M Sell
24,641
-394
-2% -$16K 0.5% 20
2022
Q4 		$974K Buy
25,035
+7,218
+41% +$276K 0.53% 20
2022
Q3 		$615K Sell
17,817
-7,526
-30% -$286K 0.89% 19
2022
Q2 		$933K Sell
25,343
-1,266
-5% -$50.1K 0.53% 20
2022
Q1 		$1.11M Sell
26,609
-157
-0.6% -$6.48K 0.61% 20
2021
Q4 		$1.12M Sell
26,766
-95
-0.4% -$3.88K 0.63% 19
2021
Q3 		$1.05M Sell
26,861
-2,276
-8% -$90.9K 0.65% 19
2021
Q2 		$1.15M Buy
29,137
+572
+2% +$22.6K 0.76% 19
2021
Q1 		$1.08M Buy
28,565
+739
+3% +$26.7K 0.81% 18
2020
Q4 		$957K Buy
+27,826
New +$904K 0.77% 19

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Iron Horse Wealth Management's SPYV Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.2% in Q2 2025, selling an estimated $17.5K and leaving 27,903 shares worth $1.46M. The position accounts for 0.43% of the portfolio, ranked #18.

Iron Horse Wealth Management first reported a position in SPYV in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.55M in Q3 2024. 1,047 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

  • Iron Horse Wealth Management held 27,903 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.46M as of Q2 2025.
  • Iron Horse Wealth Management sold 350 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2025, an estimated $17.5K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.43% of Iron Horse Wealth Management's portfolio in Q2 2025, its #18 holding.
  • Iron Horse Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2020 and has held it in 19 quarters since.
  • Iron Horse Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.55M in Q3 2024.
  • 1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.