NewEdge Wealth’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

NewEdge Wealth’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	$765K	Buy	12,585 +1	+0%	+$60	0.01%	728
2026 Q1	$712K	Buy	12,584 +1,006	+9%	+$58.4K	0.01%	713
2025 Q4	$658K	Buy	11,578 +29	+0.3%	+$1.63K	0.01%	749
2025 Q3	$645K	Buy	11,549 +107	+0.9%	+$5.76K	0.01%	677
2025 Q2	$605K	Buy	11,442 +2,543	+29%	+$127K	0.01%	652
2025 Q1	$454K	Buy	8,899 +1	+0%	+$52	0.01%	678
2024 Q4	$455K	Buy	8,898 +1	+0%	+$53	0.01%	664
2024 Q3	$470K	Buy	+8,897	New	+$453K	0.01%	631

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

NewEdge Wealth's SPYV Position: Q2 2026 in Review

NewEdge Wealth increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.01% in Q2 2026, buying an estimated $60 and bringing the position to 12,585 shares worth $765K. The position accounts for 0.01% of the portfolio, ranked #728.

NewEdge Wealth first reported a position in SPYV in Q3 2024 and has held it in 8 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

NewEdge Wealth held 12,585 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $765K as of Q2 2026.
NewEdge Wealth bought 1 State Street SPDR Portfolio S&P 500 Value ETF share in Q2 2026, an estimated $60.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #728 holding.
NewEdge Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and has held it in 8 quarters since.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.