Perryman Financial Advisory’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
$653K Buy
10,749
+5
+0% +$299 0.09% 120
2026
Q1
$608K Buy
10,744
+214
+2% +$12.4K 0.09% 118
2025
Q4
$598K Buy
+10,530
New +$592K 0.09% 114

Other funds holding SPYV

Perryman Financial Advisory's SPYV Position: Q2 2026 in Review

Perryman Financial Advisory increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.05% in Q2 2026, buying an estimated $299 and bringing the position to 10,749 shares worth $653K. The position accounts for 0.09% of the portfolio, ranked #120.

Perryman Financial Advisory first reported a position in SPYV in Q4 2025 and has held it in 3 quarters since. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Perryman Financial Advisory held 10,749 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $653K as of Q2 2026.
  • Perryman Financial Advisory bought 5 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $299.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.09% of Perryman Financial Advisory's portfolio in Q2 2026, its #120 holding.
  • Perryman Financial Advisory first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.