Onyx Bridge Wealth Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Onyx Bridge Wealth Group’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	$2.03M	Sell	33,337 -997	-3%	-$59.7K	0.18%	104
2026 Q1	$1.94M	Sell	34,334 -2,210	-6%	-$128K	0.21%	98
2025 Q4	$2.08M	Sell	36,544 -2,976	-8%	-$167K	0.22%	91
2025 Q3	$2.19M	Buy	39,520 +10,384	+36%	+$559K	0.24%	81
2025 Q2	$1.52M	Sell	29,136 -6,959	-19%	-$348K	0.2%	84
2025 Q1	$1.84M	Sell	36,095 -5,376	-13%	-$279K	0.26%	71
2024 Q4	$2.12M	Sell	41,471 -2,330	-5%	-$124K	0.31%	63
2024 Q3	$2.32M	Sell	43,801 -2,811	-6%	-$143K	0.35%	55
2024 Q2	$2.27M	Sell	46,612 -773	-2%	-$37.8K	0.37%	52
2024 Q1	$2.29M	Buy	47,385 +195	+0.4%	+$9.3K	0.41%	51
2023 Q4	$2.2M	Sell	47,190 -7,127	-13%	-$307K	0.44%	38
2023 Q3	$2.24M	Buy	54,317 +180	+0.3%	+$7.8K	0.52%	35
2023 Q2	$2.34M	Sell	54,137 -1,019	-2%	-$42.1K	0.56%	38
2023 Q1	$2.25M	Sell	55,156 -46	-0.1%	-$1.86K	0.9%	18
2022 Q4	$2.21M	Buy	+55,202	New	+$2.11M	0.9%	19

Other funds holding SPYV

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Onyx Bridge Wealth Group's SPYV Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.9% in Q2 2026, selling an estimated $59.7K and leaving 33,337 shares worth $2.03M. The position accounts for 0.18% of the portfolio, ranked #104.

Onyx Bridge Wealth Group first reported a position in SPYV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.34M in Q2 2023. 467 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Onyx Bridge Wealth Group held 33,337 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.03M as of Q2 2026.
Onyx Bridge Wealth Group sold 997 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $59.7K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.18% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #104 holding.
Onyx Bridge Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
Onyx Bridge Wealth Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.34M in Q2 2023.
467 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.