Private Wealth Asset Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Private Wealth Asset 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 Q2	$136K	Hold	2,235	–	–	0.01%	304
2026 Q1	$126K	Hold	2,235	–	–	0.01%	302
2025 Q4	$127K	Hold	2,235	–	–	0.01%	301
2025 Q3	$124K	Hold	2,235	–	–	0.01%	282
2025 Q2	$117K	Buy	+2,235	New	+$112K	0.02%	293

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 Wealth Asset Management's SPYV Position: Q2 2026 in Review

Private Wealth Asset Management held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 2,235 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #304.

Private Wealth Asset Management first reported a position in SPYV in Q2 2025 and has held it in 5 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Private Wealth Asset Management held 2,235 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $136K as of Q2 2026.
Private Wealth Asset Management 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 Private Wealth Asset Management's portfolio in Q2 2026, its #304 holding.
Private Wealth Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 5 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 Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.