Net Worth Advisory Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-7,815
Closed -$442K 463
2026
Q1
$442K Buy
7,815
+29
+0.4% +$1.68K 0.09% 220
2025
Q4
$442K Buy
+7,786
New +$437K 0.09% 229
2025
Q3
Sell
-7,000
Closed -$366K 481
2025
Q2
$366K Buy
+7,000
New +$350K 0.08% 248

Other funds holding SPYV

Net Worth Advisory Group's SPYV Position: Q2 2026 in Review

Net Worth Advisory Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026, closing a stake of 7,815 shares — an estimated $442K sold.

Net Worth Advisory Group first reported a position in SPYV in Q2 2025 and held it in 3 quarters. The position peaked at $442K in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Net Worth Advisory Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Net Worth Advisory Group sold 7,815 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $442K.
  • Net Worth Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and held it in 3 quarters.
  • Net Worth Advisory Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $442K in Q4 2025.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.