MFS
SPYV icon

McNamara Financial Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

McNamara Financial Services’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 		$34.8M Buy
573,157
+5,350
+0.9% +$320K 6.01% 6
2026
Q1 		$32.1M Sell
567,807
-894
-0.2% -$51.9K 6.08% 6
2025
Q4 		$32.3M Buy
+568,701
New +$31.9M 6.13% 5

Other funds holding SPYV

CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

McNamara Financial Services's SPYV Position: Q2 2026 in Review

McNamara Financial Services increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.94% in Q2 2026, buying an estimated $320K and bringing the position to 573,157 shares worth $34.8M. The position accounts for 6.01% of the portfolio, ranked #6.

McNamara Financial Services first reported a position in SPYV in Q4 2025 and has held it in 3 quarters since. 734 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • McNamara Financial Services held 573,157 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $34.8M as of Q2 2026.
  • McNamara Financial Services bought 5,350 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $320K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 6.01% of McNamara Financial Services's portfolio in Q2 2026, its #6 holding.
  • McNamara Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 734 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.