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Measured Wealth Private Client Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Measured Wealth Private Client Group’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 		$23.4M Sell
414,214
-14,821
-3% -$860K 6.4% 3
2025
Q4 		$24.4M Sell
429,035
-101,220
-19% -$5.69M 6.45% 2
2025
Q3 		$29.3M Buy
530,255
+1,835
+0.3% +$98.8K 7.91% 1
2025
Q2 		$27.7M Sell
528,420
-519
-0.1% -$25.9K 8.28% 1
2025
Q1 		$27M Buy
528,939
+8,328
+2% +$432K 8.67% 1
2024
Q4 		$26.6M Sell
520,611
-3,508
-0.7% -$187K 8.6% 2
2024
Q3 		$27.7M Sell
524,119
-142,464
-21% -$7.25M 9.27% 2
2024
Q2 		$32.5M Sell
666,583
-20,437
-3% -$999K 11.41% 2
2024
Q1 		$34.4M Sell
687,020
-36,014
-5% -$1.72M 12.02% 1
2023
Q4 		$33.7M Sell
723,034
-23,663
-3% -$1.02M 12.42% 1
2023
Q3 		$30.8M Sell
746,697
-7,903
-1% -$342K 12.39% 1
2023
Q2 		$32.6M Sell
754,600
-80,545
-10% -$3.33M 12.38% 1
2023
Q1 		$34M Sell
835,145
-3,963
-0.5% -$161K 13.1% 1
2022
Q4 		$32.6M Buy
839,108
+143,922
+21% +$5.51M 13.44% 1
2022
Q3 		$24M Sell
695,186
-86,747
-11% -$3.29M 10.59% 2
2022
Q2 		$28.8M Sell
781,933
-82,566
-10% -$3.27M 12.71% 2
2022
Q1 		$36.1M Sell
864,499
-19,110
-2% -$788K 13.27% 2
2021
Q4 		$37.1M Sell
883,609
-20,113
-2% -$821K 13.11% 2
2021
Q3 		$35.2M Sell
903,722
-245,748
-21% -$9.81M 13.57% 2
2021
Q2 		$45.5M Buy
1,149,470
+38,009
+3% +$1.5M 14.47% 1
2021
Q1 		$42.1M Buy
1,111,461
+53,645
+5% +$1.94M 14.94% 1
2020
Q4 		$36.4M Buy
1,057,816
+44,297
+4% +$1.44M 15.15% 1
2020
Q3 		$30.6M Buy
1,013,519
+78,173
+8% +$2.38M 14.81% 1
2020
Q2 		$27.1M Buy
935,346
+171,390
+22% +$4.88M 15.81% 2
2020
Q1 		$19.7M Buy
763,956
+66,814
+10% +$2.13M 15.37% 1
2019
Q4 		$24.3M Buy
697,142
+250,903
+56% +$8.38M 16.23% 1
2019
Q3 		$14.3M Buy
446,239
+370,651
+490% +$11.7M 9.22% 2
2019
Q2 		$2.36M Buy
+75,588
New +$2.33M 1.36% 14

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 $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B 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 $432B 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 $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Measured Wealth Private Client Group's SPYV Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.5% in Q1 2026, selling an estimated $860K and leaving 414,214 shares worth $23.4M. The position accounts for 6.4% of the portfolio, ranked #3.

Measured Wealth Private Client Group first reported a position in SPYV in Q2 2019 and has held it in 28 quarters since. The position peaked at $45.5M in Q2 2021. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Measured Wealth Private Client Group held 414,214 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $23.4M as of Q1 2026.
  • Measured Wealth Private Client Group sold 14,821 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $860K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 6.4% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #3 holding.
  • Measured Wealth Private Client Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2019 and has held it in 28 quarters since.
  • Measured Wealth Private Client Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $45.5M in Q2 2021.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.