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	$1.48M	Buy	24,267 +384	+2%	+$23K	0.14%	84
2026 Q1	$1.35M	Buy	23,883 +2,493	+12%	+$145K	0.14%	81
2025 Q4	$1.22M	Sell	21,390 -464	-2%	-$26.1K	0.13%	86
2025 Q3	$1.21M	Buy	21,854 +3,100	+17%	+$167K	0.14%	84
2025 Q2	$982K	Sell	18,754 -301	-2%	-$15K	0.13%	84
2025 Q1	$973K	Buy	19,055 +1,494	+9%	+$77.5K	0.15%	74
2024 Q4	$897K	Buy	17,561 +1,730	+11%	+$92.1K	0.14%	78
2024 Q3	$837K	Buy	15,831 +2,052	+15%	+$104K	0.13%	82
2024 Q2	$672K	Buy	+13,779	New	+$673K	0.12%	89

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

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

Legacy Edge Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.6% in Q2 2026, buying an estimated $23K and bringing the position to 24,267 shares worth $1.48M. The position accounts for 0.14% of the portfolio, ranked #84.

Legacy Edge Advisors first reported a position in SPYV in Q2 2024 and has held it in 9 quarters since. 1,217 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Legacy Edge Advisors held 24,267 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.48M as of Q2 2026.
Legacy Edge Advisors bought 384 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $23K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.14% 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 Q2 2024 and has held it in 9 quarters since.
1,217 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.