Montgomery Financial Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Montgomery Financial Services’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	$1.22K	Buy	+20	New	+$1.2K	﹤0.01%	294

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Montgomery Financial Services's SPYV Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 20 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #294 among its holdings.

1,170 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Montgomery Financial Services held 20 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.22K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new Montgomery Financial Services position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #294 holding.
1,170 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.