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

Priebe Wealth Holdings’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
2025 Q2	$1.57M	Sell	30,077 -48,261	-62%	-$2.41M	1.36%	17
2025 Q1	$4M	Sell	78,338 -2,268	-3%	-$118K	2.5%	8
2024 Q4	$4.12M	Buy	80,606 +1,781	+2%	+$94.8K	2.79%	7
2024 Q3	$4.17M	Sell	78,825 -1,722	-2%	-$87.6K	3.04%	8
2024 Q2	$3.93M	Buy	80,547 +2,956	+4%	+$144K	3.11%	8
2024 Q1	$3.89M	Buy	77,591 +936	+1%	+$44.6K	3.03%	9
2023 Q4	$3.57M	Buy	+76,655	New	+$3.31M	2.93%	9

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Priebe Wealth Holdings's SPYV Position: Q2 2025 in Review

Priebe Wealth Holdings reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 62% in Q2 2025, selling an estimated $2.41M and leaving 30,077 shares worth $1.57M. The position accounts for 1.36% of the portfolio, ranked #17.

Priebe Wealth Holdings first reported a position in SPYV in Q4 2023 and has held it in 7 quarters since. The position peaked at $4.17M in Q3 2024. 1,047 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

Priebe Wealth Holdings held 30,077 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.57M as of Q2 2025.
Priebe Wealth Holdings sold 48,261 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2025, an estimated $2.41M.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.36% of Priebe Wealth Holdings's portfolio in Q2 2025, its #17 holding.
Priebe Wealth Holdings first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 7 quarters since.
Priebe Wealth Holdings's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.17M in Q3 2024.
1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.