JSW
SPYV icon

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

Journey Strategic Wealth’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 		$31.9M Buy
563,131
+42,648
+8% +$2.47M 0.79% 10
2025
Q4 		$29.6M Buy
520,483
+75,653
+17% +$4.25M 0.78% 9
2025
Q3 		$24.6M Buy
444,830
+46,048
+12% +$2.48M 0.69% 13
2025
Q2 		$20.9M Buy
398,782
+49,195
+14% +$2.46M 0.68% 12
2025
Q1 		$17.9M Buy
349,587
+53,896
+18% +$2.8M 0.62% 10
2024
Q4 		$15.1M Buy
295,691
+2,490
+0.8% +$132K 0.57% 14
2024
Q3 		$15.5M Buy
+293,201
New +$14.9M 0.57% 12

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

Journey Strategic Wealth's SPYV Position: Q1 2026 in Review

Journey Strategic Wealth increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 8.2% in Q1 2026, buying an estimated $2.47M and bringing the position to 563,131 shares worth $31.9M. The position accounts for 0.79% of the portfolio, ranked #10.

Journey Strategic Wealth first reported a position in SPYV in Q3 2024 and has held it in 7 quarters since. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Journey Strategic Wealth held 563,131 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $31.9M as of Q1 2026.
  • Journey Strategic Wealth bought 42,648 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $2.47M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.79% of Journey Strategic Wealth's portfolio in Q1 2026, its #10 holding.
  • Journey Strategic Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.