Nations Financial Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Nations Financial Group’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	$931K	Buy	15,310 +70	+0.5%	+$4.19K	0.04%	396
2026 Q1	$862K	Buy	15,240 +5,504	+57%	+$319K	0.04%	411
2025 Q4	$553K	Buy	9,736 +4,921	+102%	+$276K	0.03%	499
2025 Q3	$266K	Buy	4,815 +350	+8%	+$18.8K	0.02%	614
2025 Q2	$234K	Buy	+4,465	New	+$223K	0.02%	611

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

CIM

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

Nations Financial Group's SPYV Position: Q2 2026 in Review

Nations Financial Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.46% in Q2 2026, buying an estimated $4.19K and bringing the position to 15,310 shares worth $931K. The position accounts for 0.04% of the portfolio, ranked #396.

Nations Financial Group first reported a position in SPYV in Q2 2025 and has held it in 5 quarters since. 409 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Nations Financial Group held 15,310 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $931K as of Q2 2026.
Nations Financial Group bought 70 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $4.19K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of Nations Financial Group's portfolio in Q2 2026, its #396 holding.
Nations Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.