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

One Wealth Capital Management’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 		$215K Buy
+3,541
New +$212K 0.06% 217

Other funds holding SPYV

CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

One Wealth Capital Management's SPYV Position: Q2 2026 in Review

One Wealth Capital Management opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 3,541 shares worth $215K. The stake represents 0.06% of the portfolio and ranks #217 among its holdings.

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

  • One Wealth Capital Management held 3,541 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $215K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF was a new One Wealth Capital Management position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.06% of One Wealth Capital Management's portfolio in Q2 2026, its #217 holding.
  • 617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.