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

MONECO 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 Q1	$42.1M	Buy	743,606 +47,955	+7%	+$2.78M	3.26%	3
2025 Q4	$39.5M	Buy	695,651 +34,182	+5%	+$1.92M	3.14%	3
2025 Q3	$36.6M	Buy	661,469 +49,661	+8%	+$2.67M	3.06%	2
2025 Q2	$32M	Buy	611,808 +70,087	+13%	+$3.5M	2.98%	2
2025 Q1	$27.7M	Buy	541,721 +87,036	+19%	+$4.51M	2.86%	2
2024 Q4	$23.3M	Buy	454,685 +107,106	+31%	+$5.7M	2.45%	3
2024 Q3	$18.4M	Buy	347,579 +58,376	+20%	+$2.97M	2.29%	5
2024 Q2	$14.1M	Buy	289,203 +74,280	+35%	+$3.63M	2.07%	5
2024 Q1	$10.8M	Buy	214,923 +55,396	+35%	+$2.64M	1.71%	8
2023 Q4	$7.44M	Buy	159,527 +61,935	+63%	+$2.67M	1.42%	12
2023 Q3	$4.03M	Buy	97,592 +43,301	+80%	+$1.88M	1.09%	18
2023 Q2	$2.35M	Buy	54,291 +44,852	+475%	+$1.85M	0.64%	30
2023 Q1	$384K	Sell	9,439 -712	-7%	-$28.8K	0.11%	203
2022 Q4	$395K	Buy	10,151 +536	+6%	+$20.5K	0.14%	159
2022 Q3	$332K	Buy	9,615 +1,770	+23%	+$67.2K	0.13%	164
2022 Q2	$289K	Buy	7,845 +2,837	+57%	+$112K	0.11%	181
2022 Q1	$209K	Buy	+5,008	New	+$207K	0.08%	228

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MONECO Advisors's SPYV Position: Q1 2026 in Review

MONECO Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.9% in Q1 2026, buying an estimated $2.78M and bringing the position to 743,606 shares worth $42.1M. The position accounts for 3.26% of the portfolio, ranked #3.

MONECO Advisors first reported a position in SPYV in Q1 2022 and has held it in 17 quarters since. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

MONECO Advisors held 743,606 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $42.1M as of Q1 2026.
MONECO Advisors bought 47,955 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $2.78M.
State Street SPDR Portfolio S&P 500 Value ETF made up 3.26% of MONECO Advisors's portfolio in Q1 2026, its #3 holding.
MONECO Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and has held it in 17 quarters since.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.