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

Maia Wealth’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
2025
Q2 		– Sell
-17,794
Closed -$861K – 335
2025
Q1 		$861K Sell
17,794
-736
-4% -$38.2K 0.2% 117
2024
Q4 		$984K Buy
18,530
+2,384
+15% +$127K 0.21% 103
2024
Q3 		$856K Buy
16,146
+5,982
+59% +$304K 0.21% 104
2024
Q2 		$508K Buy
+10,164
New +$497K 0.15% 120

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Maia Wealth's SPYV Position: Q2 2025 in Review

Maia Wealth sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2025, closing a stake of 17,794 shares — an estimated $861K sold.

Maia Wealth first reported a position in SPYV in Q2 2024 and held it in 4 quarters. The position peaked at $984K in Q4 2024. 1,047 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

  • Maia Wealth reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Maia Wealth sold 17,794 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2025, an estimated $861K.
  • Maia Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and held it in 4 quarters.
  • Maia Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $984K in Q4 2024.
  • 1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2025.

Based on Maia Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.