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

Phoenix Wealth Advisors’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	$5.86M	Buy	96,330 +385	+0.4%	+$23K	1.97%	13
2026 Q1	$5.43M	Buy	95,945 +1,181	+1%	+$68.5K	2.14%	11
2025 Q4	$5.38M	Buy	94,764 +956	+1%	+$53.7K	2.07%	11
2025 Q3	$5.19M	Sell	93,808 -11,402	-11%	-$614K	1.99%	11
2025 Q2	$5.51M	Sell	105,210 -12,894	-11%	-$644K	2.31%	11
2025 Q1	$6.03M	Buy	118,104 +22,614	+24%	+$1.17M	2.63%	11
2024 Q4	$4.88M	Buy	95,490 +11,963	+14%	+$637K	2.12%	9
2024 Q3	$4.42M	Buy	83,527 +8,284	+11%	+$422K	2.05%	9
2024 Q2	$3.67M	Buy	75,243 +10,054	+15%	+$491K	1.84%	12
2024 Q1	$3.27M	Buy	65,189 +6,081	+10%	+$290K	1.99%	17
2023 Q4	$2.77M	Buy	59,108 +21,967	+59%	+$947K	1.93%	20
2023 Q3	$1.53M	Buy	37,141 +7,808	+27%	+$338K	0.9%	31
2023 Q2	$1.27M	Buy	29,333 +4,453	+18%	+$184K	0.74%	35
2023 Q1	$1.01M	Buy	24,880 +2,982	+14%	+$121K	0.63%	33
2022 Q4	$852K	Buy	+21,898	New	+$839K	0.51%	39

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

Phoenix Wealth Advisors's SPYV Position: Q2 2026 in Review

Phoenix Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.4% in Q2 2026, buying an estimated $23K and bringing the position to 96,330 shares worth $5.86M. The position accounts for 1.97% of the portfolio, ranked #13.

Phoenix Wealth Advisors first reported a position in SPYV in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.03M in Q1 2025. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Phoenix Wealth Advisors held 96,330 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $5.86M as of Q2 2026.
Phoenix Wealth Advisors bought 385 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $23K.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.97% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Phoenix Wealth Advisors 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.
Phoenix Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $6.03M in Q1 2025.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.