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

Laurel Wealth Planning’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 Q1	$7.43M	Sell	131,355 -31,940	-20%	-$1.85M	3.92%	8
2025 Q4	$9.28M	Buy	163,295 +4,382	+3%	+$246K	5.14%	5
2025 Q3	$8.79M	Buy	158,913 +2,263	+1%	+$122K	4.65%	6
2025 Q2	$8.2M	Buy	156,650 +5,396	+4%	+$270K	4.66%	6
2025 Q1	$7.72M	Buy	151,254 +11,377	+8%	+$590K	5.13%	6
2024 Q4	$7.15M	Buy	139,877 +4,025	+3%	+$214K	4.61%	7
2024 Q3	$7.18M	Sell	135,852 -8,337	-6%	-$424K	4.69%	7
2024 Q2	$7.03M	Buy	144,189 +1,163	+0.8%	+$56.8K	4.89%	7
2024 Q1	$7.17M	Buy	143,026 +553	+0.4%	+$26.4K	4.76%	8
2023 Q4	$6.64M	Buy	142,473 +9,444	+7%	+$407K	4.7%	8
2023 Q3	$5.49M	Buy	133,029 +12,331	+10%	+$534K	4.27%	8
2023 Q2	$5.21M	Buy	+120,698	New	+$4.98M	3.72%	8

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Laurel Wealth Planning's SPYV Position: Q1 2026 in Review

Laurel Wealth Planning reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 20% in Q1 2026, selling an estimated $1.85M and leaving 131,355 shares worth $7.43M. The position accounts for 3.92% of the portfolio, ranked #8.

Laurel Wealth Planning first reported a position in SPYV in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.28M in Q4 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Laurel Wealth Planning held 131,355 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $7.43M as of Q1 2026.
Laurel Wealth Planning sold 31,940 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $1.85M.
State Street SPDR Portfolio S&P 500 Value ETF made up 3.92% of Laurel Wealth Planning's portfolio in Q1 2026, its #8 holding.
Laurel Wealth Planning first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and has held it in 12 quarters since.
Laurel Wealth Planning's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $9.28M in Q4 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.