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

Noble Wealth Management PBC’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	$137K	Sell	2,260 -5	-0.2%	-$299	0.06%	188
2026 Q1	$128K	Sell	2,265 -51	-2%	-$2.96K	0.06%	178
2025 Q4	$132K	Sell	2,316 -2	-0.1%	-$112	0.07%	176
2025 Q3	$128K	Buy	+2,318	New	+$125K	0.07%	164
2025 Q1	$119K	Sell	2,330 -115	-5%	-$5.96K	0.08%	156
2024 Q4	$125K	Buy	+2,445	New	+$130K	0.09%	145

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

Noble Wealth Management PBC's SPYV Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.22% in Q2 2026, selling an estimated $299 and leaving 2,260 shares worth $137K. The position accounts for 0.06% of the portfolio, ranked #188.

Noble Wealth Management PBC first reported a position in SPYV in Q4 2024 and has held it in 6 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Noble Wealth Management PBC held 2,260 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $137K as of Q2 2026.
Noble Wealth Management PBC sold 5 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $299.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.06% of Noble Wealth Management PBC's portfolio in Q2 2026, its #188 holding.
Noble Wealth Management PBC first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.