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

Potentia Wealth’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 Q1	$18.4M	Sell	325,936 -129,225	-28%	-$7.5M	7.12%	4
2025 Q4	$25.9M	Buy	455,161 +13,826	+3%	+$777K	9.48%	2
2025 Q3	$24.4M	Buy	441,335 +23,189	+6%	+$1.25M	9.32%	2
2025 Q2	$21.9M	Buy	418,146 +28,900	+7%	+$1.44M	12.47%	2
2025 Q1	$19.9M	Buy	389,246 +9,291	+2%	+$482K	9.32%	2
2024 Q4	$19.4M	Buy	+379,955	New	+$20.2M	8.64%	2

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Potentia Wealth's SPYV Position: Q1 2026 in Review

Potentia Wealth reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 28% in Q1 2026, selling an estimated $7.5M and leaving 325,936 shares worth $18.4M. The position accounts for 7.12% of the portfolio, ranked #4.

Potentia Wealth first reported a position in SPYV in Q4 2024 and has held it in 6 quarters since. The position peaked at $25.9M in Q4 2025. 1,176 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Potentia Wealth held 325,936 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $18.4M as of Q1 2026.
Potentia Wealth sold 129,225 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $7.5M.
State Street SPDR Portfolio S&P 500 Value ETF made up 7.12% of Potentia Wealth's portfolio in Q1 2026, its #4 holding.
Potentia Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
Potentia Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $25.9M in Q4 2025.
1,176 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.