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

Lantern 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	$1.39M	Buy	22,928 +489	+2%	+$29.3K	0.64%	43
2026 Q1	$1.27M	Buy	22,439 +2,314	+11%	+$134K	0.65%	43
2025 Q4	$1.14M	Buy	20,125 +5,044	+33%	+$283K	0.61%	42
2025 Q3	$834K	Buy	15,081 +616	+4%	+$33.2K	0.44%	57
2025 Q2	$757K	Buy	+14,465	New	+$723K	0.45%	62
2024 Q4	$386K	Sell	7,552 -82	-1%	-$4.36K	0.25%	85
2024 Q3	$404K	Buy	7,634 +370	+5%	+$18.8K	0.28%	83
2024 Q2	$354K	Buy	7,264 +861	+13%	+$42.1K	0.26%	85
2024 Q1	$321K	Buy	+6,403	New	+$305K	0.23%	97

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

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

Lantern Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.2% in Q2 2026, buying an estimated $29.3K and bringing the position to 22,928 shares worth $1.39M. The position accounts for 0.64% of the portfolio, ranked #43.

Lantern Wealth Advisors first reported a position in SPYV in Q1 2024 and has held it in 9 quarters since. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Lantern Wealth Advisors held 22,928 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.39M as of Q2 2026.
Lantern Wealth Advisors bought 489 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $29.3K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.64% of Lantern Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Lantern Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 9 quarters since.
1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.