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 Q2	$578K	Buy	9,506 +66	+0.7%	+$3.95K	0.04%	193
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 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

MBL Wealth's SPYV Position: Q2 2026 in Review

MBL Wealth increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.7% in Q2 2026, buying an estimated $3.95K and bringing the position to 9,506 shares worth $578K. The position accounts for 0.04% of the portfolio, ranked #193.

MBL Wealth first reported a position in SPYV in Q2 2023 and has held it in 13 quarters since. 1,211 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

MBL Wealth held 9,506 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $578K as of Q2 2026.
MBL Wealth bought 66 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $3.95K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of MBL Wealth's portfolio in Q2 2026, its #193 holding.
MBL Wealth 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.
1,211 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.