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

Liberty Wealth Management’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	$675K	Hold	11,934	–	–	0.08%	126
2026 Q1	$675K	Buy	11,934 +15	+0.1%	+$870	0.08%	126
2025 Q4	$677K	Buy	11,919 +677	+6%	+$38K	0.09%	114
2025 Q3	$622K	Buy	11,242 +3,027	+37%	+$163K	0.09%	116
2025 Q2	$430K	Buy	+8,215	New	+$411K	0.07%	140
2025 Q1	–	Sell	-7,821	Closed	-$400K	–	197
2024 Q4	$400K	Buy	7,821 +987	+14%	+$52.5K	0.07%	136
2024 Q3	$361K	Buy	6,834 +738	+12%	+$37.6K	0.06%	142
2024 Q2	$297K	Buy	+6,096	New	+$298K	0.05%	159
2024 Q1	–	Sell	-4,218	Closed	-$171K	–	197
2023 Q4	$171K	Buy	+4,218	New	+$182K	0.04%	162
2021 Q4	–	Sell	-1,877	Closed	-$73K	–	974
2021 Q3	$73K	Buy	1,877 +9	+0.5%	+$359	0.03%	345
2021 Q2	$74K	Buy	1,868 +1,718	+1,145%	+$67.9K	0.03%	253
2021 Q1	$5K	Hold	150	–	–	﹤0.01%	706
2020 Q4	$5K	Buy	+150	New	+$4.87K	﹤0.01%	701

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 Wealth Management's SPYV Position: Q2 2026 in Review

Liberty Wealth Management held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 11,934 shares worth $675K. The position accounts for 0.08% of the portfolio, ranked #126.

Liberty Wealth Management first reported a position in SPYV in Q4 2020 and has held it in 13 quarters since. The position peaked at $677K in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Liberty Wealth Management held 11,934 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $675K as of Q2 2026.
Liberty Wealth Management 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 0.08% of Liberty Wealth Management's portfolio in Q2 2026, its #126 holding.
Liberty Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2020 and has held it in 13 quarters since.
Liberty Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $677K in Q4 2025.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.