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

Juncture Wealth Strategies’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	$6.34M	Sell	104,363 -26,420	-20%	-$1.58M	1.65%	12
2026 Q1	$7.4M	Sell	130,783 -12,680	-9%	-$736K	2.47%	9
2025 Q4	$8.15M	Sell	143,463 -8,232	-5%	-$462K	2.68%	7
2025 Q3	$8.39M	Sell	151,695 -13,442	-8%	-$724K	2.81%	5
2025 Q2	$8.64M	Sell	165,137 -10,408	-6%	-$520K	3.07%	5
2025 Q1	$8.97M	Sell	175,545 -3,448	-2%	-$179K	3.48%	6
2024 Q4	$9.15M	Sell	178,993 -1,562	-0.9%	-$83.1K	3.41%	6
2024 Q3	$9.54M	Sell	180,555 -17,376	-9%	-$884K	3.7%	5
2024 Q2	$9.65M	Sell	197,931 -6,830	-3%	-$334K	4.04%	4
2024 Q1	$10.3M	Sell	204,761 -1,546	-0.7%	-$73.7K	4.41%	4
2023 Q4	$9.62M	Sell	206,307 -15	-0%	-$647	4.37%	5
2023 Q3	$8.51M	Sell	206,322 -5,488	-3%	-$238K	4.16%	6
2023 Q2	$9.15M	Sell	211,810 -12,713	-6%	-$525K	4.28%	5
2023 Q1	$9.14M	Sell	224,523 -8,885	-4%	-$360K	4.51%	5
2022 Q4	$9.08M	Sell	233,408 -9,528	-4%	-$365K	4.32%	5
2022 Q3	$8.38M	Sell	242,936 -31,499	-11%	-$1.2M	4.17%	5
2022 Q2	$10.1M	Sell	274,435 -3,902	-1%	-$155K	4.98%	4
2022 Q1	$11.6M	Sell	278,337 -3,005	-1%	-$124K	5.52%	2
2021 Q4	$11.8M	Buy	281,342 +3,018	+1%	+$123K	5.63%	2
2021 Q3	$10.9M	Buy	278,324 +24,836	+10%	+$992K	5.73%	2
2021 Q2	$10.3M	Sell	253,488 -4,341	-2%	-$172K	5.89%	2
2021 Q1	$9.82M	Sell	257,829 -68,333	-21%	-$2.47M	6.18%	3
2020 Q4	$11.2M	Buy	326,162 +5,953	+2%	+$193K	7.1%	3
2020 Q3	$9.67M	Buy	320,209 +12,266	+4%	+$373K	6.68%	3
2020 Q2	$8.92M	Buy	307,943 +109,251	+55%	+$3.11M	6.73%	3
2020 Q1	$5.13M	Buy	198,692 +23,500	+13%	+$750K	4.74%	4
2019 Q4	$6.12M	Buy	175,192 +5,634	+3%	+$188K	4.76%	5
2019 Q3	$5.42M	Buy	169,558 +37,237	+28%	+$1.17M	4.77%	4
2019 Q2	$4.14M	Buy	+132,321	New	+$4.07M	3.33%	6

Other funds holding SPYV

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Juncture Wealth Strategies's SPYV Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 20% in Q2 2026, selling an estimated $1.58M and leaving 104,363 shares worth $6.34M. The position accounts for 1.65% of the portfolio, ranked #12.

Juncture Wealth Strategies first reported a position in SPYV in Q2 2019 and has held it in 29 quarters since. The position peaked at $11.8M in Q4 2021. 460 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Juncture Wealth Strategies held 104,363 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $6.34M as of Q2 2026.
Juncture Wealth Strategies sold 26,420 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.58M.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.65% of Juncture Wealth Strategies's portfolio in Q2 2026, its #12 holding.
Juncture Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2019 and has held it in 29 quarters since.
Juncture Wealth Strategies's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $11.8M in Q4 2021.
460 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.