Montz Harcus Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Montz Harcus Wealth Management’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	$297K	Buy	4,885 +535	+12%	+$32K	0.11%	76
2026 Q1	$246K	Buy	4,350 +241	+6%	+$14K	0.1%	76
2025 Q4	$233K	Buy	4,109 +463	+13%	+$26K	0.09%	83
2025 Q3	$202K	Buy	+3,646	New	+$196K	0.09%	85

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Montz Harcus Wealth Management's SPYV Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 12% in Q2 2026, buying an estimated $32K and bringing the position to 4,885 shares worth $297K. The position accounts for 0.11% of the portfolio, ranked #76.

Montz Harcus Wealth Management first reported a position in SPYV in Q3 2025 and has held it in 4 quarters since. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Montz Harcus Wealth Management held 4,885 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $297K as of Q2 2026.
Montz Harcus Wealth Management bought 535 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $32K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.11% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #76 holding.
Montz Harcus Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.