Liberty Square Wealth Partners’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Liberty Square Wealth Partners’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	$1.64M	Hold	27,000	–	–	0.39%	32
2026 Q1	$1.53M	Hold	27,000	–	–	0.43%	31
2025 Q4	$1.53M	Hold	27,000	–	–	0.44%	32
2025 Q3	$1.49M	Hold	27,000	–	–	0.46%	38
2025 Q2	$1.41M	Hold	27,000	–	–	0.49%	37
2025 Q1	$1.38M	Hold	27,000	–	–	0.53%	35
2024 Q4	$1.42M	Buy	+27,000	New	+$1.44M	0.52%	34

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

Liberty Square Wealth Partners's SPYV Position: Q2 2026 in Review

Liberty Square Wealth Partners held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 27,000 shares worth $1.64M. The position accounts for 0.39% of the portfolio, ranked #32.

Liberty Square Wealth Partners first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Liberty Square Wealth Partners held 27,000 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.64M as of Q2 2026.
Liberty Square Wealth Partners left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.39% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #32 holding.
Liberty Square Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.