LEA
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Legacy Edge Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Legacy Edge 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 		$982K Sell
18,754
-5,129
-21% -$307K 0.13% 84
2026
Q1 		$1.35M Buy
23,883
+2,493
+12% +$145K 0.14% 81
2025
Q4 		$1.22M Buy
+21,390
New +$1.2M 0.13% 86

Other funds holding SPYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Legacy Edge Advisors's SPYV Position: Q2 2026 in Review

Legacy Edge Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 21% in Q2 2026, selling an estimated $307K and leaving 18,754 shares worth $982K. The position accounts for 0.13% of the portfolio, ranked #84.

Legacy Edge Advisors first reported a position in SPYV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.35M in Q1 2026. 904 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Legacy Edge Advisors held 18,754 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $982K as of Q2 2026.
  • Legacy Edge Advisors sold 5,129 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $307K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.13% of Legacy Edge Advisors's portfolio in Q2 2026, its #84 holding.
  • Legacy Edge Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.35M in Q1 2026.
  • 904 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.