MWM
SPYV icon

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

Mission Wealth 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
Q2 		$1.13M Buy
+18,574
New +$1.11M 0.01% 443
2024
Q2 		– Sell
-14,208
Closed -$712K – 730
2024
Q1 		$712K Buy
+14,208
New +$677K 0.02% 358

Other funds holding SPYV

Wealth Enhancement Advisory Services
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
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Mission Wealth Management's SPYV Position: Q2 2026 in Review

Mission Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 18,574 shares worth $1.13M. The stake represents 0.01% of the portfolio and ranks #443 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in SPYV as recently as Q1 2024.

Mission Wealth Management first reported a position in SPYV in Q1 2024 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Mission Wealth Management held 18,574 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.13M as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF was a new Mission Wealth Management position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #443 holding.
  • Mission Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 2 quarters since.
  • 342 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.