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

PUREfi Wealth’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	$400K	Buy	6,585 +1	+0%	+$60	0.22%	127
2026 Q1	$373K	Sell	6,584 -707	-10%	-$41K	0.24%	112
2025 Q4	$414K	Buy	7,291 +2,936	+67%	+$165K	0.32%	86
2025 Q3	$241K	Sell	4,355 -34	-0.8%	-$1.83K	0.19%	144
2025 Q2	$230K	Buy	+4,389	New	+$219K	0.18%	145

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

PUREfi Wealth's SPYV Position: Q2 2026 in Review

PUREfi Wealth increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.02% in Q2 2026, buying an estimated $60 and bringing the position to 6,585 shares worth $400K. The position accounts for 0.22% of the portfolio, ranked #127.

PUREfi Wealth first reported a position in SPYV in Q2 2025 and has held it in 5 quarters since. The position peaked at $414K in Q4 2025. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

PUREfi Wealth held 6,585 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $400K as of Q2 2026.
PUREfi Wealth bought 1 State Street SPDR Portfolio S&P 500 Value ETF share in Q2 2026, an estimated $60.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.22% of PUREfi Wealth's portfolio in Q2 2026, its #127 holding.
PUREfi Wealth 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.
PUREfi Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $414K in Q4 2025.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.