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One Charles Private Wealth Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

One Charles Private Wealth Services’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 		$303K Buy
+4,978
New +$298K 0.07% 134

Other funds holding SPYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

One Charles Private Wealth Services's SPYV Position: Q2 2026 in Review

One Charles Private Wealth Services opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 4,978 shares worth $303K. The stake represents 0.07% of the portfolio and ranks #134 among its holdings.

220 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • One Charles Private Wealth Services held 4,978 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $303K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF was a new One Charles Private Wealth Services position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.07% of One Charles Private Wealth Services's portfolio in Q2 2026, its #134 holding.
  • 220 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.