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Laurel Wealth Advisors (North Carolina)’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$2.09M Buy
34,339
+39
+0.1% +$2.33K 0.2% 84
2026
Q1 		$2.06M Buy
34,300
+102
+0.3% +$5.92K 0.2% 85
2025
Q4 		$1.94M Sell
34,198
-425
-1% -$23.9K 0.26% 85
2025
Q3 		$1.92M Buy
34,623
+97
+0.3% +$5.22K 0.27% 85
2025
Q2 		$1.81M Buy
34,526
+70
+0.2% +$3.5K 0.27% 85
2025
Q1 		$1.76M Buy
34,456
+97
+0.3% +$5.03K 0.28% 81
2024
Q4 		$1.76M Buy
34,359
+54
+0.2% +$2.87K 0.27% 78
2024
Q3 		$1.81M Buy
34,305
+68
+0.2% +$3.46K 0.29% 81
2024
Q2 		$1.67M Sell
34,237
-685
-2% -$33.5K 0.29% 80
2024
Q1 		$1.75M Buy
34,922
+71
+0.2% +$3.38K 0.3% 77
2023
Q4 		$1.63M Sell
34,851
-188
-0.5% -$8.11K 0.31% 78
2023
Q3 		$1.45M Buy
35,039
+4
+0% +$173 0.31% 78
2023
Q2 		$1.51M Buy
35,035
+5,420
+18% +$224K 0.3% 79
2023
Q1 		$1.21M Buy
29,615
+9,773
+49% +$396K 0.26% 82
2022
Q4 		$772K Buy
19,842
+3,975
+25% +$152K 0.17% 101
2022
Q3 		$547K Buy
15,867
+3,387
+27% +$129K 0.14% 109
2022
Q2 		$460K Buy
12,480
+308
+3% +$12.2K 0.11% 116
2022
Q1 		$508K Buy
12,172
+7,259
+148% +$299K 0.11% 122
2021
Q4 		$206K Buy
4,913
+480
+11% +$19.6K 0.04% 166
2021
Q3 		$173K Buy
4,433
+700
+19% +$28K 0.04% 173
2021
Q2 		$148K Buy
3,733
+95
+3% +$3.76K 0.03% 188
2021
Q1 		$138K Buy
3,638
+875
+32% +$31.6K 0.03% 183
2020
Q4 		$95K Buy
2,763
+715
+35% +$23.2K 0.02% 200
2020
Q3 		$62K Buy
2,048
+270
+15% +$8.2K 0.02% 216
2020
Q2 		$52K Hold
1,778
– – 0.02% 233
2020
Q1 		$46K Hold
1,778
– – 0.02% 229
2019
Q4 		$62K Buy
1,778
+1,693
+1,992% +$56.6K 0.02% 226
2019
Q3 		$3K Hold
85
– – ﹤0.01% 462
2019
Q2 		$3K Hold
85
– – ﹤0.01% 473
2019
Q1 		$3K Hold
85
– – ﹤0.01% 443
2018
Q4 		$2K Buy
+85
New +$2.5K ﹤0.01% 467

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SPYV Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.11% in Q2 2026, buying an estimated $2.33K and bringing the position to 34,339 shares worth $2.09M. The position accounts for 0.2% of the portfolio, ranked #84.

Laurel Wealth Advisors (North Carolina) first reported a position in SPYV in Q4 2018 and has held it in 31 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 34,339 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.09M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 39 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $2.33K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.2% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #84 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2018 and has held it in 31 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 Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.