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

Main Street 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	$101K	Buy	1,654 +6	+0.4%	+$359	0.02%	179
2026 Q1	$93.2K	Buy	+1,648	New	+$95.6K	0.03%	180
2025 Q4	–	Sell	-1,635	Closed	-$90.5K	–	533
2025 Q3	$90.5K	Buy	1,635 +7	+0.4%	+$377	0.03%	176
2025 Q2	$85.2K	Buy	1,628 +8	+0.5%	+$400	0.03%	180
2025 Q1	$82.7K	Sell	1,620 -357	-18%	-$18.5K	0.03%	171
2024 Q4	$101K	Sell	1,977 -34	-2%	-$1.81K	0.04%	150
2024 Q3	$106K	Sell	2,011 -314	-14%	-$16K	0.04%	148
2024 Q2	$113K	Buy	2,325 +334	+17%	+$16.3K	0.05%	154
2024 Q1	$99.1K	Buy	1,991 +11	+0.6%	+$524	0.04%	193
2023 Q4	$92.4K	Buy	+1,980	New	+$85.4K	0.03%	262

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

Main Street Group's SPYV Position: Q2 2026 in Review

Main Street Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.36% in Q2 2026, buying an estimated $359 and bringing the position to 1,654 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #179.

Main Street Group first reported a position in SPYV in Q4 2023 and has held it in 10 quarters since. The position peaked at $113K in Q2 2024. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Main Street Group held 1,654 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $101K as of Q2 2026.
Main Street Group bought 6 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $359.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Main Street Group's portfolio in Q2 2026, its #179 holding.
Main Street Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 10 quarters since.
Main Street Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $113K in Q2 2024.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.