Lynx Investment Advisory’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Lynx Investment Advisory’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	$359K	Buy	5,913 +24	+0.4%	+$1.44K	0.12%	165
2026 Q1	$333K	Sell	5,889 -2,114	-26%	-$123K	0.16%	133
2025 Q4	$455K	Buy	8,003 +43	+0.5%	+$2.42K	0.25%	92
2025 Q3	$440K	Buy	7,960 +37	+0.5%	+$1.99K	0.26%	86
2025 Q2	$415K	Buy	7,923 +39	+0.5%	+$1.95K	0.27%	83
2025 Q1	$403K	Buy	7,884 +27	+0.3%	+$1.4K	0.27%	81
2024 Q4	$402K	Buy	7,857 +53	+0.7%	+$2.82K	0.27%	82
2024 Q3	$413K	Buy	7,804 +41	+0.5%	+$2.09K	0.3%	78
2024 Q2	$378K	Buy	+7,763	New	+$379K	0.28%	78

Other funds holding SPYV

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OWA

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

MFG

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

ONB

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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

SQA

Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Lynx Investment Advisory's SPYV Position: Q2 2026 in Review

Lynx Investment Advisory increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.41% in Q2 2026, buying an estimated $1.44K and bringing the position to 5,913 shares worth $359K. The position accounts for 0.12% of the portfolio, ranked #165.

Lynx Investment Advisory first reported a position in SPYV in Q2 2024 and has held it in 9 quarters since. The position peaked at $455K in Q4 2025. 503 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Lynx Investment Advisory held 5,913 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $359K as of Q2 2026.
Lynx Investment Advisory bought 24 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.44K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.12% of Lynx Investment Advisory's portfolio in Q2 2026, its #165 holding.
Lynx Investment Advisory first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 9 quarters since.
Lynx Investment Advisory's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $455K in Q4 2025.
503 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.