MW
SPYV icon

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

MBL 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
2026
Q1 		$534K Buy
9,440
+600
+7% +$34.8K 0.04% 188
2025
Q4 		$502K Hold
8,840
– – 0.04% 180
2025
Q3 		$489K Hold
8,840
– – 0.04% 156
2025
Q2 		$463K Hold
8,840
– – 0.04% 151
2025
Q1 		$451K Hold
8,840
– – 0.05% 142
2024
Q4 		$452K Hold
8,840
– – 0.05% 143
2024
Q3 		$467K Buy
8,840
+200
+2% +$10.2K 0.05% 139
2024
Q2 		$421K Sell
8,640
-832
-9% -$40.7K 0.05% 138
2024
Q1 		$475K Buy
9,472
+1,282
+16% +$61.1K 0.05% 134
2023
Q4 		$382K Buy
8,190
+100
+1% +$4.31K 0.05% 128
2023
Q3 		$334K Sell
8,090
-500
-6% -$21.7K 0.05% 133
2023
Q2 		$371K Buy
+8,590
New +$355K 0.05% 124

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 $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B 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 $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return