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

Kingswood 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	$832K	Sell	13,690 -3,075	-18%	-$184K	0.03%	456
2026 Q1	$949K	Sell	16,765 -137	-0.8%	-$7.95K	0.05%	389
2025 Q4	$960K	Buy	16,902 +2,219	+15%	+$125K	0.05%	360
2025 Q3	$812K	Sell	14,683 -2,436	-14%	-$131K	0.05%	342
2025 Q2	$896K	Buy	17,119 +868	+5%	+$43.4K	0.07%	283
2025 Q1	$830K	Sell	16,251 -3,966	-20%	-$206K	0.08%	290
2024 Q4	$1.03M	Sell	20,217 -708	-3%	-$37.7K	0.08%	267
2024 Q3	$1.11M	Sell	20,925 -10,108	-33%	-$514K	0.08%	266
2024 Q2	$1.51M	Buy	31,033 +25,223	+434%	+$1.23M	0.14%	153
2024 Q1	$291K	Sell	5,810 -1,275	-18%	-$60.8K	0.03%	489
2023 Q4	$330K	Buy	+7,085	New	+$306K	0.04%	441

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

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

Kingswood Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 18% in Q2 2026, selling an estimated $184K and leaving 13,690 shares worth $832K. The position accounts for 0.03% of the portfolio, ranked #456.

Kingswood Wealth Advisors first reported a position in SPYV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.51M in Q2 2024. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Kingswood Wealth Advisors held 13,690 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $832K as of Q2 2026.
Kingswood Wealth Advisors sold 3,075 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $184K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #456 holding.
Kingswood Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.51M in Q2 2024.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.