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

McMill 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 Q1	–	Sell	-7,054	Closed	-$401K	–	82
2025 Q4	$401K	Hold	7,054	–	–	0.11%	45
2025 Q3	$390K	Hold	7,054	–	–	0.11%	43
2025 Q2	$368K	Hold	7,054	–	–	0.12%	42
2025 Q1	$360K	Hold	7,054	–	–	0.13%	42
2024 Q4	$361K	Buy	+7,054	New	+$375K	0.15%	38

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

McMill Wealth Management's SPYV Position: Q1 2026 in Review

McMill Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2026, closing a stake of 7,054 shares — an estimated $401K sold.

McMill Wealth Management first reported a position in SPYV in Q4 2024 and held it in 5 quarters. The position peaked at $401K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

McMill Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
McMill Wealth Management sold 7,054 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $401K.
McMill Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and held it in 5 quarters.
McMill Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $401K in Q4 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on McMill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.