Milestone Asset Management Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Milestone Asset Management 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 Q2	$4.93M	Buy	81,170 +956	+1%	+$57.2K	2.49%	11
2026 Q1	$4.54M	Buy	80,214 +278	+0.3%	+$16.1K	2.65%	9
2025 Q4	$4.54M	Buy	79,936 +8,465	+12%	+$476K	2.56%	9
2025 Q3	$3.95M	Buy	71,471 +2,476	+4%	+$133K	2.49%	9
2025 Q2	$3.61M	Buy	68,995 +1,925	+3%	+$96.2K	2.67%	10
2025 Q1	$3.43M	Buy	67,070 +6,018	+10%	+$312K	3.1%	7
2024 Q4	$3.12M	Buy	+61,052	New	+$3.25M	2.79%	8

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

Milestone Asset Management Group's SPYV Position: Q2 2026 in Review

Milestone Asset Management Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.2% in Q2 2026, buying an estimated $57.2K and bringing the position to 81,170 shares worth $4.93M. The position accounts for 2.49% of the portfolio, ranked #11.

Milestone Asset Management Group first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Milestone Asset Management Group held 81,170 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $4.93M as of Q2 2026.
Milestone Asset Management Group bought 956 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $57.2K.
State Street SPDR Portfolio S&P 500 Value ETF made up 2.49% of Milestone Asset Management Group's portfolio in Q2 2026, its #11 holding.
Milestone Asset Management Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.