Q1WB
SPYV icon

Quest 10 Wealth Builders’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Quest 10 Wealth Builders’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 		$9.91K Sell
163
-27
-14% -$1.62K 0.01% 449
2026
Q1 		$10.8K Hold
190
– – 0.01% 439
2025
Q4 		$10.8K Sell
190
-17
-8% -$955 0.01% 399
2025
Q3 		$11.5K Hold
207
– – 0.01% 364
2025
Q2 		$10.8K Hold
207
– – 0.01% 386
2025
Q1 		$10.6K Sell
207
-20
-9% -$1.04K 0.01% 360
2024
Q4 		$11.6K Buy
+227
New +$12.1K 0.01% 370

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Quest 10 Wealth Builders's SPYV Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 14% in Q2 2026, selling an estimated $1.62K and leaving 163 shares worth $9.91K. The position accounts for 0.01% of the portfolio, ranked #449.

Quest 10 Wealth Builders first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.6K in Q4 2024. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Quest 10 Wealth Builders held 163 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $9.91K as of Q2 2026.
  • Quest 10 Wealth Builders sold 27 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.62K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #449 holding.
  • Quest 10 Wealth Builders first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Quest 10 Wealth Builders's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $11.6K in Q4 2024.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.