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

Marion 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	$296K	Buy	4,875 +18	+0.4%	+$1.08K	0.06%	123
2026 Q1	$275K	Buy	4,857 +14	+0.3%	+$812	0.06%	117
2025 Q4	$281K	Buy	4,843 +27	+0.6%	+$1.52K	0.06%	116
2025 Q3	$266K	Buy	4,816 +22	+0.5%	+$1.19K	0.06%	116
2025 Q2	$251K	Sell	4,794 -26,373	-85%	-$1.32M	0.06%	120
2025 Q1	$1.59M	Buy	31,167 +17	+0.1%	+$882	0.43%	57
2024 Q4	$1.59M	Buy	31,150 +32	+0.1%	+$1.7K	0.42%	53
2024 Q3	$1.64M	Buy	31,118 +9,154	+42%	+$466K	0.44%	52
2024 Q2	$1.07M	Buy	21,964 +8,825	+67%	+$431K	0.31%	67
2024 Q1	$658K	Buy	13,139 +8,493	+183%	+$405K	0.2%	82
2023 Q4	$217K	Sell	4,646 -279	-6%	-$12K	0.07%	114
2023 Q3	$203K	Buy	4,925 +23	+0.5%	+$996	0.07%	107
2023 Q2	$212K	Buy	+4,902	New	+$202K	0.08%	105

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

Marion Wealth Management's SPYV Position: Q2 2026 in Review

Marion Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.37% in Q2 2026, buying an estimated $1.08K and bringing the position to 4,875 shares worth $296K. The position accounts for 0.06% of the portfolio, ranked #123.

Marion Wealth Management first reported a position in SPYV in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.64M in Q3 2024. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Marion Wealth Management held 4,875 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $296K as of Q2 2026.
Marion Wealth Management bought 18 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.08K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.06% of Marion Wealth Management's portfolio in Q2 2026, its #123 holding.
Marion Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and has held it in 13 quarters since.
Marion Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.64M in Q3 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 Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.