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

MPWM Advisory 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	$309K	Buy	5,079 +5	+0.1%	+$299	0.14%	86
2026 Q1	$287K	Buy	5,074 +64	+1%	+$3.71K	0.15%	82
2025 Q4	$285K	Sell	5,010 -33,039	-87%	-$1.86M	0.16%	76
2025 Q3	$2.11M	Sell	38,049 -119	-0.3%	-$6.41K	1.25%	19
2025 Q2	$2M	Sell	38,168 -988	-3%	-$49.4K	1.26%	18
2025 Q1	$2M	Sell	39,156 -511	-1%	-$26.5K	1.45%	17
2024 Q4	$2.03M	Buy	+39,667	New	+$2.11M	1.48%	16

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

MPWM Advisory Solutions's SPYV Position: Q2 2026 in Review

MPWM Advisory Solutions increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.1% in Q2 2026, buying an estimated $299 and bringing the position to 5,079 shares worth $309K. The position accounts for 0.14% of the portfolio, ranked #86.

MPWM Advisory Solutions first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.11M in Q3 2025. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

MPWM Advisory Solutions held 5,079 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $309K as of Q2 2026.
MPWM Advisory Solutions bought 5 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $299.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.14% of MPWM Advisory Solutions's portfolio in Q2 2026, its #86 holding.
MPWM Advisory Solutions 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.
MPWM Advisory Solutions's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.11M 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 MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.