Moisand Fitzgerald Tamayo’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Moisand Fitzgerald Tamayo’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	$186K	Sell	3,063 -230	-7%	-$13.8K	0.02%	127
2026 Q1	$186K	Sell	3,293 -29	-0.9%	-$1.68K	0.02%	121
2025 Q4	$189K	Sell	3,322 -371	-10%	-$20.8K	0.02%	121
2025 Q3	$204K	Hold	3,693	–	–	0.02%	120
2025 Q2	$193K	Hold	3,693	–	–	0.02%	120
2025 Q1	$189K	Sell	3,693 -56	-1%	-$2.9K	0.03%	117
2024 Q4	$192K	Sell	3,749 -790	-17%	-$42K	0.03%	114
2024 Q3	$240K	Sell	4,539 -932	-17%	-$47.4K	0.03%	102
2024 Q2	$267K	Sell	5,471 -609	-10%	-$29.8K	0.04%	92
2024 Q1	$305K	Sell	6,080 -930	-13%	-$44.3K	0.05%	88
2023 Q4	$327K	Sell	7,010 -1,067	-13%	-$46K	0.06%	84
2023 Q3	$333K	Sell	8,077 -2,179	-21%	-$94.4K	0.07%	78
2023 Q2	$443K	Sell	10,256 -1,834	-15%	-$75.7K	0.09%	68
2023 Q1	$492K	Sell	12,090 -3,394	-22%	-$138K	0.11%	67
2022 Q4	$602K	Buy	15,484 +474	+3%	+$18.2K	0.14%	65
2022 Q3	$518K	Sell	15,010 -2,039	-12%	-$77.4K	0.14%	66
2022 Q2	$628K	Buy	17,049 +2,665	+19%	+$106K	0.17%	61
2022 Q1	$601K	Sell	14,384 -16,705	-54%	-$689K	0.27%	48
2021 Q4	$1.31M	Sell	31,089 -25,058	-45%	-$1.02M	0.37%	42
2021 Q3	$2.19M	Sell	56,147 -1,228	-2%	-$49K	0.74%	31
2021 Q2	$2.27M	Buy	57,375 +873	+2%	+$34.5K	0.82%	27
2021 Q1	$2.14M	Sell	56,502 -13,392	-19%	-$484K	0.92%	25
2020 Q4	$2.4M	Sell	69,894 -4,304	-6%	-$140K	1.08%	23
2020 Q3	$2.24M	Buy	74,198 +2,017	+3%	+$61.3K	1.16%	22
2020 Q2	$2.09M	Buy	72,181 +994	+1%	+$28.3K	1.15%	22
2020 Q1	$1.84M	Buy	71,187 +14,892	+26%	+$476K	1.2%	20
2019 Q4	$1.97M	Sell	56,295 -3,159	-5%	-$106K	1.01%	22
2019 Q3	$1.9M	Sell	59,454 -1,255	-2%	-$39.5K	1.03%	22
2019 Q2	$1.9M	Buy	60,709 +486	+0.8%	+$15K	1.03%	20
2019 Q1	$1.82M	Buy	60,223 +6,649	+12%	+$196K	1.01%	21
2018 Q4	$1.46M	Buy	53,574 +7,866	+17%	+$231K	0.91%	23
2018 Q3	$1.42M	Buy	45,708 +4,060	+10%	+$125K	0.79%	24
2018 Q2	$1.23M	Buy	41,648 +4,218	+11%	+$126K	0.72%	26
2018 Q1	$1.1M	Buy	+37,430	New	+$1.15M	0.65%	26

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

Moisand Fitzgerald Tamayo's SPYV Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 7% in Q2 2026, selling an estimated $13.8K and leaving 3,063 shares worth $186K. The position accounts for 0.02% of the portfolio, ranked #127.

Moisand Fitzgerald Tamayo first reported a position in SPYV in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.4M in Q4 2020. 617 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Moisand Fitzgerald Tamayo held 3,063 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $186K as of Q2 2026.
Moisand Fitzgerald Tamayo sold 230 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $13.8K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #127 holding.
Moisand Fitzgerald Tamayo first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2018 and has held it in 34 quarters since.
Moisand Fitzgerald Tamayo's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.4M in Q4 2020.
617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.