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

PrairieView Wealth Partners’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	–	Sell	-7,815	Closed	-$442K	–	31
2026 Q1	$442K	Buy	7,815 +350	+5%	+$20.3K	0.36%	22
2025 Q4	$424K	Buy	7,465 +142	+2%	+$7.98K	0.38%	22
2025 Q3	$405K	Buy	7,323 +3	+0%	+$162	0.38%	22
2025 Q2	$383K	Sell	7,320 -559	-7%	-$27.9K	0.4%	21
2025 Q1	$402K	Buy	7,879 +512	+7%	+$26.6K	0.49%	13
2024 Q4	$377K	Buy	+7,367	New	+$392K	0.41%	15

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

PrairieView Wealth Partners's SPYV Position: Q2 2026 in Review

PrairieView Wealth Partners sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026, closing a stake of 7,815 shares — an estimated $442K sold.

PrairieView Wealth Partners first reported a position in SPYV in Q4 2024 and held it in 6 quarters. The position peaked at $442K in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

PrairieView Wealth Partners reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
PrairieView Wealth Partners sold 7,815 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $442K.
PrairieView Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and held it in 6 quarters.
PrairieView Wealth Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $442K in Q1 2026.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on PrairieView Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.