Private Advisory Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Private Advisory Group’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	$5.71M	Buy	93,852 +19,640	+26%	+$1.18M	0.31%	87
2026 Q1	$4.2M	Buy	+74,212	New	+$4.3M	0.28%	89

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

Private Advisory Group's SPYV Position: Q2 2026 in Review

Private Advisory Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 26% in Q2 2026, buying an estimated $1.18M and bringing the position to 93,852 shares worth $5.71M. The position accounts for 0.31% of the portfolio, ranked #87.

Private Advisory Group first reported a position in SPYV in Q1 2026 and has held it in 2 quarters since. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Private Advisory Group held 93,852 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $5.71M as of Q2 2026.
Private Advisory Group bought 19,640 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.18M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.31% of Private Advisory Group's portfolio in Q2 2026, its #87 holding.
Private Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.