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Mayflower Financial Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Mayflower Financial Advisors’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 		$351K Sell
5,775
-710
-11% -$42.5K 0.03% 351
2026
Q1 		$367K Buy
6,485
+1,708
+36% +$99.1K 0.04% 312
2025
Q4 		$271K Buy
4,777
+1,041
+28% +$58.5K 0.03% 354
2025
Q3 		$207K Buy
+3,736
New +$201K 0.03% 392

Other funds holding SPYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Mayflower Financial Advisors's SPYV Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 11% in Q2 2026, selling an estimated $42.5K and leaving 5,775 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #351.

Mayflower Financial Advisors first reported a position in SPYV in Q3 2025 and has held it in 4 quarters since. The position peaked at $367K in Q1 2026. 835 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Mayflower Financial Advisors held 5,775 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $351K as of Q2 2026.
  • Mayflower Financial Advisors sold 710 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $42.5K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Mayflower Financial Advisors's portfolio in Q2 2026, its #351 holding.
  • Mayflower Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Mayflower Financial Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $367K in Q1 2026.
  • 835 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.