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

LexAurum 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	$263K	Buy	4,329 +1	+0%	+$60	0.03%	356
2026 Q1	$245K	Buy	+4,328	New	+$251K	0.03%	356
2025 Q3	$239K	Hold	4,328	–	–	0.03%	335
2025 Q2	$227K	Hold	4,328	–	–	0.04%	322
2025 Q1	$221K	Buy	4,328 +185	+4%	+$9.6K	0.04%	315
2024 Q4	$212K	Buy	4,143 +143	+4%	+$7.61K	0.04%	308
2024 Q3	$211K	Buy	+4,000	New	+$204K	0.05%	291
2024 Q2	–	Sell	-4,000	Closed	-$200K	–	316
2024 Q1	$200K	Buy	+4,000	New	+$191K	0.05%	285
2019 Q3	–	Sell	-81,203	Closed	-$2.54M	–	197
2019 Q2	$2.54M	Buy	+81,203	New	+$2.5M	1.57%	12

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

LexAurum Advisors's SPYV Position: Q2 2026 in Review

LexAurum Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.02% in Q2 2026, buying an estimated $60 and bringing the position to 4,329 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #356.

LexAurum Advisors first reported a position in SPYV in Q2 2019 and has held it in 9 quarters since. The position peaked at $2.54M in Q2 2019. 1,211 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

LexAurum Advisors held 4,329 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $263K as of Q2 2026.
LexAurum Advisors bought 1 State Street SPDR Portfolio S&P 500 Value ETF share in Q2 2026, an estimated $60.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of LexAurum Advisors's portfolio in Q2 2026, its #356 holding.
LexAurum Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2019 and has held it in 9 quarters since.
LexAurum Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.54M in Q2 2019.
1,211 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.