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

Power Wealth Management’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	$17.1M	Buy	281,112 +8,652	+3%	+$518K	5.87%	4
2026 Q1	$15.4M	Buy	272,460 +4,730	+2%	+$274K	5.74%	4
2025 Q4	$15.2M	Buy	267,730 +5,085	+2%	+$286K	5.36%	4
2025 Q3	$14.5M	Buy	262,645 +25,408	+11%	+$1.37M	5.29%	4
2025 Q2	$12.4M	Buy	237,237 +12,522	+6%	+$626K	4.77%	4
2025 Q1	$11.5M	Buy	224,715 +20,489	+10%	+$1.06M	4.64%	4
2024 Q4	$10.4M	Buy	204,226 +17,351	+9%	+$923K	4.36%	4
2024 Q3	$9.88M	Buy	186,875 +23,958	+15%	+$1.22M	4.22%	4
2024 Q2	$7.94M	Buy	162,917 +86,081	+112%	+$4.21M	3.79%	5
2024 Q1	$3.85M	Buy	76,836 +7,444	+11%	+$355K	2.42%	12
2023 Q4	$3.24M	Buy	+69,392	New	+$2.99M	2.25%	14

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

Power Wealth Management's SPYV Position: Q2 2026 in Review

Power Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.2% in Q2 2026, buying an estimated $518K and bringing the position to 281,112 shares worth $17.1M. The position accounts for 5.87% of the portfolio, ranked #4.

Power Wealth Management first reported a position in SPYV in Q4 2023 and has held it in 11 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Power Wealth Management held 281,112 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $17.1M as of Q2 2026.
Power Wealth Management bought 8,652 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $518K.
State Street SPDR Portfolio S&P 500 Value ETF made up 5.87% of Power Wealth Management's portfolio in Q2 2026, its #4 holding.
Power Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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