NWF Advisory Services’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
$446K Buy
7,342
+670
+10% +$40.1K 0.04% 241
2026
Q1
$378K Buy
6,672
+1,297
+24% +$75.2K 0.04% 248
2025
Q4
$305K Buy
5,375
+905
+20% +$50.8K 0.03% 282
2025
Q3
$247K Buy
+4,470
New +$241K 0.03% 331

Other funds holding SPYV

NWF Advisory Services's SPYV Position: Q2 2026 in Review

NWF Advisory Services increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 10% in Q2 2026, buying an estimated $40.1K and bringing the position to 7,342 shares worth $446K. The position accounts for 0.04% of the portfolio, ranked #241.

NWF Advisory Services first reported a position in SPYV in Q3 2025 and has held it in 4 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • NWF Advisory Services held 7,342 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $446K as of Q2 2026.
  • NWF Advisory Services bought 670 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $40.1K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of NWF Advisory Services's portfolio in Q2 2026, its #241 holding.
  • NWF Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2025 and has held it in 4 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 NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.