ORG Wealth Partners’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

ORG Wealth Partners’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	$35.1K	Hold	576	–	–	0.01%	381
2026 Q1	$32.6K	Hold	576	–	–	0.01%	364
2025 Q4	$32.7K	Buy	576 +1	+0.2%	+$56	0.01%	349
2025 Q3	$31.9K	Hold	575	–	–	0.01%	347
2025 Q2	$30.4K	Buy	575 +80	+16%	+$4K	0.01%	366
2025 Q1	$25.3K	Hold	495	–	–	0.01%	413
2024 Q4	$25.3K	Sell	495 -129	-21%	-$6.86K	0.01%	321
2024 Q3	$33K	Buy	+624	New	+$31.8K	0.01%	278

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ORG Wealth Partners's SPYV Position: Q2 2026 in Review

ORG Wealth Partners held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 576 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #381.

ORG Wealth Partners first reported a position in SPYV in Q3 2024 and has held it in 8 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

ORG Wealth Partners held 576 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $35.1K as of Q2 2026.
ORG Wealth Partners left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #381 holding.
ORG Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and has held it in 8 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.