MWC
SPYV icon

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

MBM Wealth Consultants’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 		$3.76M Sell
61,919
-499
-0.8% -$29.9K 0.73% 19
2026
Q1 		$3.53M Buy
62,418
+1,115
+2% +$64.7K 0.81% 19
2025
Q4 		$3.48M Buy
61,303
+2,858
+5% +$161K 0.83% 18
2025
Q3 		$3.23M Buy
58,445
+849
+1% +$45.7K 0.8% 18
2025
Q2 		$3.01M Buy
57,596
+1,226
+2% +$61.3K 0.81% 18
2025
Q1 		$2.88M Buy
56,370
+2,012
+4% +$104K 0.85% 17
2024
Q4 		$2.77M Buy
54,358
+2,479
+5% +$132K 0.82% 17
2024
Q3 		$2.74M Sell
51,879
-467
-0.9% -$23.8K 0.87% 17
2024
Q2 		$2.55M Buy
52,346
+4,772
+10% +$233K 0.87% 18
2024
Q1 		$2.38M Buy
47,574
+1,760
+4% +$83.9K 0.84% 17
2023
Q4 		$2.16M Buy
45,814
+1,931
+4% +$83.3K 0.81% 18
2023
Q3 		$1.81M Buy
43,883
+3,144
+8% +$136K 0.79% 19
2023
Q2 		$1.79M Buy
40,739
+11,074
+37% +$457K 0.76% 18
2023
Q1 		$1.58M Sell
29,665
-1
-0% -$41 0.64% 21
2022
Q4 		$1.17M Buy
29,666
+2,830
+11% +$108K 0.54% 21
2022
Q3 		$951K Buy
26,836
+994
+4% +$37.7K 0.46% 23
2022
Q2 		$951K Buy
25,842
+870
+3% +$34.5K 0.46% 24
2022
Q1 		$1.04M Buy
+24,972
New +$1.03M 0.43% 29

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
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
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

MBM Wealth Consultants's SPYV Position: Q2 2026 in Review

MBM Wealth Consultants reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.8% in Q2 2026, selling an estimated $29.9K and leaving 61,919 shares worth $3.76M. The position accounts for 0.73% of the portfolio, ranked #19.

MBM Wealth Consultants first reported a position in SPYV in Q1 2022 and has held it in 18 quarters since. 608 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • MBM Wealth Consultants held 61,919 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.76M as of Q2 2026.
  • MBM Wealth Consultants sold 499 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $29.9K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.73% of MBM Wealth Consultants's portfolio in Q2 2026, its #19 holding.
  • MBM Wealth Consultants first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 608 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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