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Mine & Arao Wealth Creation & Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Mine & Arao Wealth Creation & Management’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 		$861K Buy
15,221
+4
+0% +$232 0.36% 33
2025
Q4 		$865K Sell
15,217
-59
-0.4% -$3.31K 0.34% 33
2025
Q3 		$845K Buy
15,276
+36
+0.2% +$1.94K 0.34% 32
2025
Q2 		$798K Buy
15,240
+37
+0.2% +$1.85K 0.36% 31
2025
Q1 		$776K Sell
15,203
-74
-0.5% -$3.84K 0.38% 31
2024
Q4 		$781K Sell
15,277
-1,448
-9% -$77K 0.36% 30
2024
Q3 		$884K Sell
16,725
-483
-3% -$24.6K 0.41% 28
2024
Q2 		$839K Buy
17,208
+560
+3% +$27.4K 0.41% 26
2024
Q1 		$834K Sell
16,648
-68
-0.4% -$3.24K 0.41% 26
2023
Q4 		$779K Buy
16,716
+32
+0.2% +$1.38K 0.42% 26
2023
Q3 		$688K Sell
16,684
-68
-0.4% -$2.94K 0.42% 27
2023
Q2 		$724K Buy
16,752
+34
+0.2% +$1.4K 0.42% 28
2023
Q1 		$681K Buy
16,718
+877
+6% +$35.5K 0.44% 28
2022
Q4 		$616K Sell
15,841
-257
-2% -$9.84K 0.46% 31
2022
Q3 		$555K Buy
16,098
+43
+0.3% +$1.63K 0.41% 31
2022
Q2 		$591K Buy
16,055
+50
+0.3% +$1.98K 0.42% 32
2022
Q1 		$668K Sell
16,005
-353
-2% -$14.6K 0.39% 34
2021
Q4 		$687K Buy
16,358
+750
+5% +$30.6K 0.38% 36
2021
Q3 		$609K Buy
15,608
+30
+0.2% +$1.2K 0.36% 36
2021
Q2 		$616K Buy
15,578
+37
+0.2% +$1.46K 0.37% 39
2021
Q1 		$589K Buy
15,541
+46
+0.3% +$1.66K 0.39% 36
2020
Q4 		$533K Buy
15,495
+41
+0.3% +$1.33K 0.38% 37
2020
Q3 		$467K Sell
15,454
-258
-2% -$7.84K 0.38% 37
2020
Q2 		$455K Buy
15,712
+33
+0.2% +$941 0.43% 34
2020
Q1 		$405K Buy
15,679
+2,539
+19% +$81.1K 0.47% 33
2019
Q4 		$459K Buy
+13,140
New +$439K 0.43% 36

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

Mine & Arao Wealth Creation & Management's SPYV Position: Q1 2026 in Review

Mine & Arao Wealth Creation & Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.03% in Q1 2026, buying an estimated $232 and bringing the position to 15,221 shares worth $861K. The position accounts for 0.36% of the portfolio, ranked #33.

Mine & Arao Wealth Creation & Management first reported a position in SPYV in Q4 2019 and has held it in 26 quarters since. The position peaked at $884K in Q3 2024. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Mine & Arao Wealth Creation & Management held 15,221 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $861K as of Q1 2026.
  • Mine & Arao Wealth Creation & Management bought 4 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $232.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.36% of Mine & Arao Wealth Creation & Management's portfolio in Q1 2026, its #33 holding.
  • Mine & Arao Wealth Creation & Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Mine & Arao Wealth Creation & Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $884K in Q3 2024.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2026, filed 29 Apr 2026.