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

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

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

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

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

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return