Northwest Wealth Advisors’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
$11.4M Buy
187,942
+1,825
+1% +$109K 6.56% 4
2026
Q1
$10.5M Buy
186,117
+16,065
+9% +$932K 7.52% 4
2025
Q4
$9.66M Buy
+170,052
New +$9.55M 7.52% 4

Other funds holding SPYV

Northwest Wealth Advisors's SPYV Position: Q2 2026 in Review

Northwest Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.98% in Q2 2026, buying an estimated $109K and bringing the position to 187,942 shares worth $11.4M. The position accounts for 6.56% of the portfolio, ranked #4.

Northwest Wealth Advisors first reported a position in SPYV in Q4 2025 and has held it in 3 quarters since. 1,211 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Northwest Wealth Advisors held 187,942 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $11.4M as of Q2 2026.
  • Northwest Wealth Advisors bought 1,825 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $109K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 6.56% of Northwest Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Northwest Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,211 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Northwest Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.