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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return