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

JFS Wealth Advisors’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	$296K	Sell	4,875 -219	-4%	-$13.1K	0.01%	293
2026 Q1	$288K	Sell	5,094 -175	-3%	-$10.2K	0.02%	279
2025 Q4	$299K	Buy	5,269 +920	+21%	+$51.7K	0.02%	272
2025 Q3	$241K	Buy	4,349 +41	+1%	+$2.21K	0.01%	302
2025 Q2	$225K	Sell	4,308 -312	-7%	-$15.6K	0.01%	286
2025 Q1	$236K	Buy	4,620 +1,815	+65%	+$94.1K	0.02%	283
2024 Q4	$143K	Buy	2,805 +9	+0.3%	+$479	0.01%	325
2024 Q3	$148K	Buy	2,796 +7	+0.3%	+$356	0.01%	323
2024 Q2	$136K	Buy	2,789 +8	+0.3%	+$391	0.01%	275
2024 Q1	$139K	Buy	2,781 +217	+8%	+$10.3K	0.01%	278
2023 Q4	$120K	Buy	2,564 +6	+0.2%	+$259	0.01%	279
2023 Q3	$106K	Hold	2,558	–	–	0.01%	273
2023 Q2	$111K	Hold	2,558	–	–	0.01%	269
2023 Q1	$104K	Hold	2,558	–	–	0.01%	275
2022 Q4	$99.5K	Sell	2,558 -1,200	-32%	-$46K	0.01%	279
2022 Q3	$130K	Buy	3,758 +36	+1%	+$1.37K	0.01%	258
2022 Q2	$137K	Hold	3,722	–	–	0.01%	252
2022 Q1	$155K	Buy	3,722 +3,300	+782%	+$136K	0.01%	252
2021 Q4	$18K	Hold	422	–	–	﹤0.01%	590
2021 Q3	$16K	Buy	+422	New	+$16.9K	﹤0.01%	581

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

JFS Wealth Advisors's SPYV Position: Q2 2026 in Review

JFS Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.3% in Q2 2026, selling an estimated $13.1K and leaving 4,875 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #293.

JFS Wealth Advisors first reported a position in SPYV in Q3 2021 and has held it in 20 quarters since. The position peaked at $299K in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

JFS Wealth Advisors held 4,875 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $296K as of Q2 2026.
JFS Wealth Advisors sold 219 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $13.1K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #293 holding.
JFS Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2021 and has held it in 20 quarters since.
JFS Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $299K in Q4 2025.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.