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

Private Wealth 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	$13.5M	Buy	221,416 +15,842	+8%	+$948K	5.2%	4
2026 Q1	$11.6M	Buy	205,574 +7,059	+4%	+$409K	5.42%	4
2025 Q4	$11.3M	Buy	198,515 +9,005	+5%	+$506K	5.41%	4
2025 Q3	$10.5M	Buy	189,510 +11,292	+6%	+$608K	5.22%	4
2025 Q2	$9.33M	Buy	178,218 +15,611	+10%	+$780K	4.96%	4
2025 Q1	$8.3M	Sell	162,607 -108,046	-40%	-$5.6M	4.88%	4
2024 Q4	$13.8M	Buy	270,653 +7,751	+3%	+$412K	6.77%	3
2024 Q3	$13.9M	Sell	262,902 -4,836	-2%	-$246K	6.95%	3
2024 Q2	$13M	Buy	267,738 +468	+0.2%	+$22.9K	6.85%	3
2024 Q1	$13.4M	Buy	267,270 +5,544	+2%	+$264K	6.94%	3
2023 Q4	$12.2M	Buy	261,726 +13,429	+5%	+$579K	6.93%	3
2023 Q3	$10.2M	Buy	248,297 +99,269	+67%	+$4.3M	6.71%	3
2023 Q2	$6.44M	Buy	149,028 +33,363	+29%	+$1.38M	6.63%	3
2023 Q1	$4.71M	Buy	115,665 +210	+0.2%	+$8.51K	6.48%	5
2022 Q4	$4.49M	Buy	115,455 +587	+0.5%	+$22.5K	6.37%	4
2022 Q3	$3.96M	Buy	114,868 +8,596	+8%	+$326K	6.19%	5
2022 Q2	$3.91M	Sell	106,272 -588	-0.6%	-$23.3K	4.84%	4
2022 Q1	$4.46M	Buy	106,860 +14,889	+16%	+$614K	3.28%	8
2021 Q4	$3.86M	Buy	91,971 +4,842	+6%	+$198K	2.62%	10
2021 Q3	$3.4M	Buy	87,129 +4,537	+5%	+$181K	2.24%	11
2021 Q2	$3.27M	Buy	82,592 +26,060	+46%	+$1.03M	2.16%	11
2021 Q1	$2.14M	Buy	56,532 +36,983	+189%	+$1.34M	1.53%	13
2020 Q4	$672K	Buy	+19,549	New	+$635K	0.56%	23
2020 Q3	–	Sell	-9,050	Closed	-$262K	–	33
2020 Q2	$262K	Hold	9,050	–	–	0.22%	25
2020 Q1	$234K	Buy	+9,050	New	+$289K	0.28%	26

Other funds holding SPYV

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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

Private Wealth Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 7.7% in Q2 2026, buying an estimated $948K and bringing the position to 221,416 shares worth $13.5M. The position accounts for 5.2% of the portfolio, ranked #4.

Private Wealth Group first reported a position in SPYV in Q1 2020 and has held it in 25 quarters since. The position peaked at $13.9M in Q3 2024. 546 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Private Wealth Group held 221,416 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $13.5M as of Q2 2026.
Private Wealth Group bought 15,842 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $948K.
State Street SPDR Portfolio S&P 500 Value ETF made up 5.2% of Private Wealth Group's portfolio in Q2 2026, its #4 holding.
Private Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2020 and has held it in 25 quarters since.
Private Wealth Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $13.9M in Q3 2024.
546 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.