Legacy Wealth Management (Idaho)’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-638	Closed	-$36.1K	–	855
2026 Q1	$36.1K	Hold	638	–	–	0.02%	314
2025 Q4	$36.2K	Hold	638	–	–	0.02%	262
2025 Q3	$35.3K	Sell	638 -50	-7%	-$2.69K	0.02%	212
2025 Q2	$36K	Hold	688	–	–	0.02%	182
2025 Q1	$35.1K	Hold	688	–	–	0.02%	176
2024 Q4	$35.9K	Hold	688	–	–	0.02%	147
2024 Q3	$37.2K	Buy	+688	New	+$35K	0.02%	140

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 Wealth Management (Idaho)'s SPYV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026, closing a stake of 638 shares — an estimated $36.1K sold.

Legacy Wealth Management (Idaho) first reported a position in SPYV in Q3 2024 and held it in 7 quarters. The position peaked at $37.2K in Q3 2024. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 638 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $36.1K.
Legacy Wealth Management (Idaho) first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s State Street SPDR Portfolio S&P 500 Value ETF position peaked at $37.2K in Q3 2024.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.