MGO One Seven’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

MGO One Seven’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	$28.3M	Buy	464,874 +2,990	+0.6%	+$179K	0.47%	36
2026 Q1	$26.1M	Sell	461,884 -58,553	-11%	-$3.4M	0.53%	30
2025 Q4	$29.6M	Buy	520,437 +39,018	+8%	+$2.19M	0.6%	25
2025 Q3	$26.6M	Buy	481,419 +24,687	+5%	+$1.33M	0.62%	21
2025 Q2	$23.9M	Buy	456,732 +96,656	+27%	+$4.83M	0.77%	16
2025 Q1	$18.4M	Sell	360,076 -22,495	-6%	-$1.17M	0.71%	17
2024 Q4	$19.6M	Buy	382,571 +19,764	+5%	+$1.05M	0.75%	15
2024 Q3	$19.2M	Buy	362,807 +121,019	+50%	+$6.16M	0.83%	11
2024 Q2	$11.8M	Sell	241,788 -64,600	-21%	-$3.16M	0.56%	28
2024 Q1	$15.4M	Buy	306,388 +197,918	+182%	+$9.44M	0.8%	17
2023 Q4	$5.06M	Buy	108,470 +21,869	+25%	+$943K	0.29%	85
2023 Q3	$3.57M	Buy	86,601 +78,510	+970%	+$3.4M	0.27%	84
2023 Q2	$350K	Buy	8,091 +1,543	+24%	+$63.7K	0.03%	537
2023 Q1	$267K	Buy	6,548 +642	+11%	+$26K	0.02%	706
2022 Q4	$230K	Sell	5,906 -1,949	-25%	-$74.7K	0.02%	637
2022 Q3	$270K	Sell	7,855 -995	-11%	-$37.7K	0.01%	568
2022 Q2	$326K	Sell	8,850 -4,175	-32%	-$165K	0.05%	441
2022 Q1	$544K	Sell	13,025 -1	-0%	-$41	0.06%	344
2021 Q4	$547K	Hold	13,026	–	–	0.06%	357
2021 Q3	$531K	Buy	+13,026	New	+$520K	0.07%	326
2020 Q3	–	Sell	-12,047	Closed	-$349K	–	492
2020 Q2	$349K	Sell	12,047 -1,739	-13%	-$49.6K	0.09%	297
2020 Q1	$356K	Buy	13,786 +1,365	+11%	+$43.6K	0.12%	242
2019 Q4	$433K	Buy	+12,421	New	+$415K	0.11%	248
2019 Q1	–	Sell	-3,000	Closed	-$81K	–	1474
2018 Q4	$81K	Buy	+3,000	New	+$88.2K	0.03%	522
2018 Q1	$59K	Buy	2,000 +1,000	+100%	+$30.7K	0.03%	568
2017 Q4	$31K	Buy	+1,000	New	+$29.9K	0.01%	750

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

MGO One Seven's SPYV Position: Q2 2026 in Review

MGO One Seven increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.65% in Q2 2026, buying an estimated $179K and bringing the position to 464,874 shares worth $28.3M. The position accounts for 0.47% of the portfolio, ranked #36.

MGO One Seven first reported a position in SPYV in Q4 2017 and has held it in 26 quarters since. The position peaked at $29.6M in Q4 2025. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

MGO One Seven held 464,874 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $28.3M as of Q2 2026.
MGO One Seven bought 2,990 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $179K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.47% of MGO One Seven's portfolio in Q2 2026, its #36 holding.
MGO One Seven first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2017 and has held it in 26 quarters since.
MGO One Seven's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $29.6M in Q4 2025.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.