MS
SPYV icon

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

Monetary Solutions’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 		$3.04K Hold
50
– – ﹤0.01% 267
2026
Q1 		$2.83K Hold
50
– – ﹤0.01% 259
2025
Q4 		$2.84K Buy
+50
New +$2.81K ﹤0.01% 256

Other funds holding SPYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Monetary Solutions's SPYV Position: Q2 2026 in Review

Monetary Solutions held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 50 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Monetary Solutions first reported a position in SPYV in Q4 2025 and has held it in 3 quarters since. 1,075 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Monetary Solutions held 50 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.04K as of Q2 2026.
  • Monetary Solutions left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Monetary Solutions's portfolio in Q2 2026, its #267 holding.
  • Monetary Solutions first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,075 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.