J. M. Brown & Associates’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

J. M. Brown & Associates’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	$907K	Buy	+14,928	New	+$893K	0.52%	57

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

J. M. Brown & Associates's SPYV Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 14,928 shares worth $907K. The stake represents 0.52% of the portfolio and ranks #57 among its holdings.

1,170 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

J. M. Brown & Associates held 14,928 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $907K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new J. M. Brown & Associates position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.52% of J. M. Brown & Associates's portfolio in Q2 2026, its #57 holding.
1,170 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.