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

Kingsview 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 Q2	$31.9M	Buy	525,435 +71,007	+16%	+$4.25M	0.39%	44
2026 Q1	$25.7M	Buy	454,428 +95,645	+27%	+$5.55M	0.35%	49
2025 Q4	$20.4M	Buy	358,783 +98,700	+38%	+$5.55M	0.29%	64
2025 Q3	$14.4M	Sell	260,083 -604	-0.2%	-$32.5K	0.22%	87
2025 Q2	$13.6M	Buy	260,687 +1,178	+0.5%	+$58.9K	0.23%	77
2025 Q1	$13.3M	Buy	259,509 +3,145	+1%	+$163K	0.25%	74
2024 Q4	$13.1M	Buy	256,364 +7,776	+3%	+$414K	0.26%	68
2024 Q3	$13.1M	Sell	248,588 -21,112	-8%	-$1.07M	0.28%	67
2024 Q2	$13.1M	Buy	269,700 +935	+0.3%	+$45.7K	0.31%	64
2024 Q1	$13.5M	Buy	268,765 +11,664	+5%	+$556K	0.34%	59
2023 Q4	$12M	Buy	257,101 +2,669	+1%	+$115K	0.36%	62
2023 Q3	$10.5M	Buy	254,432 +47,239	+23%	+$2.05M	0.38%	60
2023 Q2	$8.95M	Buy	207,193 +18,017	+10%	+$744K	0.35%	62
2023 Q1	$7.7M	Sell	189,176 -12,565	-6%	-$509K	0.32%	67
2022 Q4	$7.85M	Buy	201,741 +91	+0%	+$3.49K	0.34%	68
2022 Q3	$6.96M	Sell	201,650 -12,378	-6%	-$470K	0.33%	68
2022 Q2	$7.88M	Buy	214,028 +17,932	+9%	+$710K	0.38%	61
2022 Q1	$8.19M	Sell	196,096 -12,094	-6%	-$499K	0.36%	62
2021 Q4	$8.74M	Buy	208,190 +12,317	+6%	+$503K	0.36%	57
2021 Q3	$7.64M	Buy	195,873 +10,208	+5%	+$408K	0.36%	54
2021 Q2	$7.39M	Buy	185,665 +2,208	+1%	+$87.3K	0.37%	54
2021 Q1	$7M	Buy	183,457 +4,872	+3%	+$176K	0.4%	54
2020 Q4	$6.14M	Buy	178,585 +1,201	+0.7%	+$39K	0.44%	45
2020 Q3	$5.36M	Sell	177,384 -28,665	-14%	-$871K	0.48%	46
2020 Q2	$5.97M	Buy	206,049 +14,580	+8%	+$416K	0.6%	31
2020 Q1	$4.95M	Buy	191,469 +77,073	+67%	+$2.46M	0.67%	30
2019 Q4	$3.99M	Buy	+114,396	New	+$3.82M	0.5%	59
2019 Q2	–	Sell	-29,994	Closed	-$908K	–	516
2019 Q1	$908K	Hold	29,994	–	–	0.14%	191
2018 Q4	$815K	Buy	29,994 +9,732	+48%	+$286K	0.18%	153
2018 Q3	$631K	Sell	20,262 -448	-2%	-$13.8K	0.13%	202
2018 Q2	$614K	Buy	20,710 +99	+0.5%	+$2.95K	0.15%	171
2018 Q1	$606K	Sell	20,611 -2,102	-9%	-$64.5K	0.15%	179
2017 Q4	$697K	Buy	22,713 +225	+1%	+$6.73K	0.25%	129
2017 Q3	$656K	Sell	22,488 -1,624	-7%	-$46.4K	0.29%	108
2017 Q2	$685K	Sell	24,112 -32	-0.1%	-$901	0.35%	91
2017 Q1	$680K	Buy	+24,144	New	+$678K	0.4%	85

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

Kingsview Wealth Management's SPYV Position: Q2 2026 in Review

Kingsview Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 16% in Q2 2026, buying an estimated $4.25M and bringing the position to 525,435 shares worth $31.9M. The position accounts for 0.39% of the portfolio, ranked #44.

Kingsview Wealth Management first reported a position in SPYV in Q1 2017 and has held it in 36 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Kingsview Wealth Management held 525,435 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $31.9M as of Q2 2026.
Kingsview Wealth Management bought 71,007 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $4.25M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.39% of Kingsview Wealth Management's portfolio in Q2 2026, its #44 holding.
Kingsview Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2017 and has held it in 36 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.