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SPYV icon

MKT Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

MKT Advisors’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 		$1.56M Sell
25,295
-10,403
-29% -$623K 0.49% 29
2026
Q1 		$2.03M Buy
35,698
+3,504
+11% +$203K 0.68% 22
2025
Q4 		$1.85M Buy
32,194
+6,969
+28% +$392K 0.63% 24
2025
Q3 		$1.4M Buy
25,225
+420
+2% +$22.6K 0.52% 33
2025
Q2 		$1.31M Buy
24,805
+5,777
+30% +$289K 0.52% 33
2025
Q1 		$873K Buy
19,028
+6,373
+50% +$331K 0.41% 40
2024
Q4 		$658K Buy
12,655
+435
+4% +$23.1K 0.29% 56
2024
Q3 		$643K Sell
12,220
-30
-0.2% -$1.53K 0.3% 53
2024
Q2 		$597K Buy
12,250
+471
+4% +$23K 0.3% 55
2024
Q1 		$574K Buy
+11,779
New +$562K 0.31% 55

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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

MKT Advisors's SPYV Position: Q2 2026 in Review

MKT Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 29% in Q2 2026, selling an estimated $623K and leaving 25,295 shares worth $1.56M. The position accounts for 0.49% of the portfolio, ranked #29.

MKT Advisors first reported a position in SPYV in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.03M in Q1 2026. 220 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • MKT Advisors held 25,295 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.56M as of Q2 2026.
  • MKT Advisors sold 10,403 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $623K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.49% of MKT Advisors's portfolio in Q2 2026, its #29 holding.
  • MKT Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
  • MKT Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.03M in Q1 2026.
  • 220 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.