M3 Advisory Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

M3 Advisory Group’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	$1.16M	Buy	19,162 +749	+4%	+$44.8K	0.6%	38
2026 Q1	$1.04M	Buy	18,413 +839	+5%	+$48.7K	0.64%	33
2025 Q4	$998K	Buy	17,574 +737	+4%	+$41.4K	0.61%	33
2025 Q3	$932K	Buy	16,837 +965	+6%	+$52K	0.58%	36
2025 Q2	$831K	Sell	15,872 -752	-5%	-$37.6K	0.57%	38
2025 Q1	$849K	Buy	16,624 +176	+1%	+$9.13K	0.67%	32
2024 Q4	$841K	Sell	16,448 -54	-0.3%	-$2.87K	0.6%	37
2024 Q3	$872K	Buy	16,502 +740	+5%	+$37.7K	0.64%	34
2024 Q2	$768K	Sell	15,762 -6,153	-28%	-$301K	0.63%	33
2024 Q1	$1.1M	Buy	21,915 +2,724	+14%	+$130K	1%	25
2023 Q4	$895K	Buy	+19,191	New	+$828K	1.05%	27

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

M3 Advisory Group's SPYV Position: Q2 2026 in Review

M3 Advisory Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.1% in Q2 2026, buying an estimated $44.8K and bringing the position to 19,162 shares worth $1.16M. The position accounts for 0.6% of the portfolio, ranked #38.

M3 Advisory Group first reported a position in SPYV in Q4 2023 and has held it in 11 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

M3 Advisory Group held 19,162 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.16M as of Q2 2026.
M3 Advisory Group bought 749 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $44.8K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.6% of M3 Advisory Group's portfolio in Q2 2026, its #38 holding.
M3 Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.