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Journey Retirement Planning & Investment Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Journey Retirement Planning & Investment 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
Q2 		$590K Buy
9,707
+173
+2% +$10.4K 0.46% 69
2026
Q1 		$539K Sell
9,534
-25,582
-73% -$1.48M 0.48% 65
2025
Q4 		$2M Buy
+35,116
New +$1.97M 0.41% 65

Other funds holding SPYV

CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Journey Retirement Planning & Investment Management's SPYV Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.8% in Q2 2026, buying an estimated $10.4K and bringing the position to 9,707 shares worth $590K. The position accounts for 0.46% of the portfolio, ranked #69.

Journey Retirement Planning & Investment Management first reported a position in SPYV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2M in Q4 2025. 617 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 9,707 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $590K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 173 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $10.4K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.46% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #69 holding.
  • Journey Retirement Planning & Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2M in Q4 2025.
  • 617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.