Mullaney, Keating & Wright’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Mullaney, Keating & Wright’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	$483K	Buy	7,949 +993	+14%	+$59.4K	0.23%	45
2026 Q1	$394K	Sell	6,956 -806	-10%	-$46.8K	0.21%	49
2025 Q4	$441K	Buy	7,762 +1,065	+16%	+$59.8K	0.23%	44
2025 Q3	$371K	Buy	6,697 +28	+0.4%	+$1.51K	0.21%	45
2025 Q2	$349K	Buy	6,669 +136	+2%	+$6.8K	0.23%	44
2025 Q1	$334K	Buy	6,533 +20	+0.3%	+$1.04K	0.22%	44
2024 Q4	$333K	Buy	+6,513	New	+$347K	0.22%	44

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

Mullaney, Keating & Wright's SPYV Position: Q2 2026 in Review

Mullaney, Keating & Wright increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 14% in Q2 2026, buying an estimated $59.4K and bringing the position to 7,949 shares worth $483K. The position accounts for 0.23% of the portfolio, ranked #45.

Mullaney, Keating & Wright first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. 1,211 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Mullaney, Keating & Wright held 7,949 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $483K as of Q2 2026.
Mullaney, Keating & Wright bought 993 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $59.4K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.23% of Mullaney, Keating & Wright's portfolio in Q2 2026, its #45 holding.
Mullaney, Keating & Wright 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.
1,211 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Mullaney, Keating & Wright's 13F filing for Q2 2026, filed 14 Jul 2026.