JWM
SPYV icon

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

Jacksonville 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
Q1 		$3.5M Buy
61,859
+15,712
+34% +$911K 2.36% 10
2025
Q4 		$2.62M Buy
46,147
+6,185
+15% +$347K 1.86% 12
2025
Q3 		$2.21M Buy
39,962
+9,138
+30% +$492K 1.62% 19
2025
Q2 		$1.61M Buy
+30,824
New +$1.54M 1.3% 22

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jacksonville Wealth Management's SPYV Position: Q1 2026 in Review

Jacksonville Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 34% in Q1 2026, buying an estimated $911K and bringing the position to 61,859 shares worth $3.5M. The position accounts for 2.36% of the portfolio, ranked #10.

Jacksonville Wealth Management first reported a position in SPYV in Q2 2025 and has held it in 4 quarters since. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Jacksonville Wealth Management held 61,859 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.5M as of Q1 2026.
  • Jacksonville Wealth Management bought 15,712 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $911K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 2.36% of Jacksonville Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Jacksonville Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Jacksonville Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.