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

Motive Wealth 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	$4.44M	Sell	73,114 -841	-1%	-$50.3K	1.83%	17
2026 Q1	$4.18M	Sell	73,955 -62,240	-46%	-$3.61M	1.96%	15
2025 Q4	$7.74M	Sell	136,195 -1,757	-1%	-$98.7K	3.3%	11
2025 Q3	$7.63M	Sell	137,952 -564	-0.4%	-$30.4K	3.29%	12
2025 Q2	$7.25M	Buy	138,516 +28,820	+26%	+$1.44M	3.3%	11
2025 Q1	$5.6M	Buy	109,696 +848	+0.8%	+$44K	3%	12
2024 Q4	$5.57M	Sell	108,848 -15,466	-12%	-$823K	2.99%	13
2024 Q3	$6.06M	Hold	124,314	–	–	3.64%	12
2024 Q2	$6.06M	Sell	124,314 -11,679	-9%	-$571K	3.64%	12
2024 Q1	$6.81M	Buy	135,993 +50,230	+59%	+$2.39M	4.13%	10
2023 Q4	$4M	Sell	85,763 -968	-1%	-$41.7K	4.61%	8
2023 Q3	$3.58M	Sell	86,731 -1,353	-2%	-$58.6K	3.93%	9
2023 Q2	$3.81M	Sell	88,084 -3,484	-4%	-$144K	3.94%	8
2023 Q1	$3.73M	Sell	91,568 -50,933	-36%	-$2.06M	4.08%	7
2022 Q4	$5.54M	Sell	142,501 -7,241	-5%	-$277K	4.24%	10
2022 Q3	$5.17M	Buy	149,742 +7,068	+5%	+$268K	4.18%	9
2022 Q2	$5.25M	Sell	142,674 -2,966	-2%	-$117K	4.14%	8
2022 Q1	$6.08M	Sell	145,640 -9,575	-6%	-$395K	4.17%	7
2021 Q4	$6.52M	Buy	155,215 +8,877	+6%	+$362K	3.92%	9
2021 Q3	$5.71M	Buy	146,338 +38,109	+35%	+$1.52M	3.85%	8
2021 Q2	$4.28M	Buy	+108,229	New	+$4.28M	3.06%	11

Other funds holding SPYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Motive Wealth Advisors's SPYV Position: Q2 2026 in Review

Motive Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.1% in Q2 2026, selling an estimated $50.3K and leaving 73,114 shares worth $4.44M. The position accounts for 1.83% of the portfolio, ranked #17.

Motive Wealth Advisors first reported a position in SPYV in Q2 2021 and has held it in 21 quarters since. The position peaked at $7.74M in Q4 2025. 281 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Motive Wealth Advisors held 73,114 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $4.44M as of Q2 2026.
Motive Wealth Advisors sold 841 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $50.3K.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.83% of Motive Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Motive Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2021 and has held it in 21 quarters since.
Motive Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $7.74M in Q4 2025.
281 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.