Michael S. Ryan Inc’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Michael S. Ryan Inc’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	$30M	Buy	493,644 +31,113	+7%	+$1.86M	14.98%	1
2026 Q1	$26.2M	Sell	462,531 -482	-0.1%	-$28K	15.23%	1
2025 Q4	$26.3M	Buy	463,013 +1,698	+0.4%	+$95.4K	15.21%	1
2025 Q3	$25.5M	Sell	461,315 -2,691	-0.6%	-$145K	15.23%	1
2025 Q2	$24.3M	Buy	464,006 +31,044	+7%	+$1.55M	15.43%	1
2025 Q1	$22.1M	Sell	432,962 -32,064	-7%	-$1.66M	15.47%	1
2024 Q4	$23.8M	Buy	465,026 +16,049	+4%	+$854K	16.19%	1
2024 Q3	$23.7M	Buy	448,977 +17,782	+4%	+$905K	16.54%	1
2024 Q2	$21M	Buy	431,195 +19,235	+5%	+$940K	15.93%	1
2024 Q1	$20.6M	Buy	411,960 +35,074	+9%	+$1.67M	16.28%	1
2023 Q4	$17.6M	Buy	376,886 +17,102	+5%	+$738K	14.58%	1
2023 Q3	$14.6M	Buy	359,784 +9,947	+3%	+$431K	13.92%	1
2023 Q2	$15.2M	Buy	+349,837	New	+$14.4M	14.01%	1

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 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 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

Michael S. Ryan Inc's SPYV Position: Q2 2026 in Review

Michael S. Ryan Inc increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.7% in Q2 2026, buying an estimated $1.86M and bringing the position to 493,644 shares worth $30M. The position accounts for 14.98% of the portfolio, ranked #1.

Michael S. Ryan Inc first reported a position in SPYV in Q2 2023 and has held it in 13 quarters since. 585 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Michael S. Ryan Inc held 493,644 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $30M as of Q2 2026.
Michael S. Ryan Inc bought 31,113 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.86M.
State Street SPDR Portfolio S&P 500 Value ETF made up 14.98% of Michael S. Ryan Inc's portfolio in Q2 2026, its #1 holding.
Michael S. Ryan Inc first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and has held it in 13 quarters since.
585 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Michael S. Ryan Inc's 13F filing for Q2 2026, filed 1 Jul 2026.