PWM
SPYV icon

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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Power Wealth Management's SPYV Position: Q1 2026 in Review

Power Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.8% in Q1 2026, buying an estimated $274K and bringing the position to 272,460 shares worth $15.4M. The position accounts for 5.74% of the portfolio, ranked #4.

Power Wealth Management first reported a position in SPYV in Q4 2023 and has held it in 10 quarters since. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Power Wealth Management held 272,460 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $15.4M as of Q1 2026.
  • Power Wealth Management bought 4,730 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $274K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 5.74% of Power Wealth Management's portfolio in Q1 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 10 quarters since.
  • 1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.