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

Principle 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	$270K	Hold	4,434	–	–	0.01%	343
2026 Q1	$251K	Sell	4,434 -291	-6%	-$16.9K	0.01%	335
2025 Q4	$268K	Buy	4,725 +191	+4%	+$10.7K	0.02%	332
2025 Q3	$251K	Hold	4,534	–	–	0.01%	332
2025 Q2	$237K	Hold	4,534	–	–	0.01%	337
2025 Q1	$232K	Sell	4,534 -114	-2%	-$5.91K	0.02%	321
2024 Q4	$238K	Hold	4,648	–	–	0.02%	309
2024 Q3	$246K	Buy	+4,648	New	+$237K	0.02%	306

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

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

Principle Wealth Partners held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 4,434 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #343.

Principle Wealth Partners first reported a position in SPYV in Q3 2024 and has held it in 8 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Principle Wealth Partners held 4,434 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $270K as of Q2 2026.
Principle Wealth Partners left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Principle Wealth Partners's portfolio in Q2 2026, its #343 holding.
Principle Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and has held it in 8 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.