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

MBE 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	$27.9M	Buy	459,724 +9,387	+2%	+$562K	9.82%	3
2026 Q1	$25.5M	Buy	450,337 +6,485	+1%	+$376K	10.58%	3
2025 Q4	$25.2M	Buy	443,852 +17,195	+4%	+$966K	10.56%	3
2025 Q3	$23.6M	Buy	426,657 +2,914	+0.7%	+$157K	10.21%	3
2025 Q2	$22.2M	Buy	423,743 +12,409	+3%	+$620K	9.64%	3
2025 Q1	$21M	Sell	411,334 -45,987	-10%	-$2.39M	10.05%	3
2024 Q4	$23.4M	Buy	457,321 +7,967	+2%	+$424K	13.17%	3
2024 Q3	$23.8M	Buy	449,354 +13,142	+3%	+$669K	13.1%	3
2024 Q2	$21.3M	Buy	436,212 +21,241	+5%	+$1.04M	12.87%	3
2024 Q1	$20.8M	Buy	414,971 +385,623	+1,314%	+$18.4M	12.84%	3
2023 Q4	$1.37M	Buy	+29,348	New	+$1.27M	0.7%	17

Other funds holding SPYV

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

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

MBE Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.1% in Q2 2026, buying an estimated $562K and bringing the position to 459,724 shares worth $27.9M. The position accounts for 9.82% of the portfolio, ranked #3.

MBE Wealth Management first reported a position in SPYV in Q4 2023 and has held it in 11 quarters since. 582 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

MBE Wealth Management held 459,724 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $27.9M as of Q2 2026.
MBE Wealth Management bought 9,387 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $562K.
State Street SPDR Portfolio S&P 500 Value ETF made up 9.82% of MBE Wealth Management's portfolio in Q2 2026, its #3 holding.
MBE Wealth Management 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.
582 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.