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

Moneta Group Investment 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 		$1.2M Sell
19,798
-351
-2% -$21K 0.01% 365
2026
Q1 		$1.14M Buy
20,149
+2,622
+15% +$152K 0.01% 344
2025
Q4 		$996K Sell
17,527
-6,953
-28% -$391K 0.01% 362
2025
Q3 		$1.35M Buy
24,480
+2,264
+10% +$122K 0.01% 305
2025
Q2 		$1.16M Buy
22,216
+3,935
+22% +$197K 0.01% 287
2025
Q1 		$934K Buy
18,281
+10,595
+138% +$550K 0.01% 299
2024
Q4 		$393K Buy
+7,686
New +$409K 0.01% 473

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Moneta Group Investment Advisors's SPYV Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.7% in Q2 2026, selling an estimated $21K and leaving 19,798 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #365.

Moneta Group Investment Advisors first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q3 2025. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Moneta Group Investment Advisors held 19,798 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.2M as of Q2 2026.
  • Moneta Group Investment Advisors sold 351 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $21K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #365 holding.
  • Moneta Group Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Moneta Group Investment Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.35M in Q3 2025.
  • 1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.