RDA Financial Network’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

RDA Financial Network’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	$860K	Buy	14,152 +748	+6%	+$44.8K	0.19%	115
2026 Q1	$758K	Buy	13,404 +477	+4%	+$27.7K	0.19%	122
2025 Q4	$734K	Sell	12,927 -21,111	-62%	-$1.19M	0.18%	118
2025 Q3	$1.88M	Buy	34,038 +1,385	+4%	+$74.6K	0.46%	64
2025 Q2	$1.71M	Sell	32,653 -1,842	-5%	-$92.1K	0.46%	66
2025 Q1	$1.76M	Sell	34,495 -1,058	-3%	-$54.9K	0.53%	57
2024 Q4	$1.82M	Sell	35,553 -12,631	-26%	-$672K	0.53%	54
2024 Q3	$2.55M	Sell	48,184 -14,672	-23%	-$747K	0.79%	29
2024 Q2	$3.06M	Sell	62,856 -21,840	-26%	-$1.07M	1%	23
2024 Q1	$4.24M	Sell	84,696 -987	-1%	-$47.1K	1.45%	13
2023 Q4	$4M	Sell	85,683 -19	-0%	-$819	1.51%	15
2023 Q3	$3.54M	Buy	85,702 +5,295	+7%	+$229K	1.53%	14
2023 Q2	$3.47M	Sell	80,407 -338	-0.4%	-$14K	1.46%	14
2023 Q1	$3.29M	Sell	80,745 -3,437	-4%	-$139K	1.5%	12
2022 Q4	$3.27M	Buy	84,182 +616	+0.7%	+$23.6K	1.65%	11
2022 Q3	$2.88M	Sell	83,566 -1,412	-2%	-$53.6K	1.57%	11
2022 Q2	$3.13M	Buy	84,978 +1,500	+2%	+$59.4K	1.58%	11
2022 Q1	$3.48M	Buy	83,478 +1,241	+2%	+$51.2K	1.47%	14
2021 Q4	$3.45M	Buy	82,237 +3,301	+4%	+$135K	1.41%	16
2021 Q3	$3.08M	Sell	78,936 -312	-0.4%	-$12.5K	1.36%	15
2021 Q2	$3.13M	Sell	79,248 -42	-0.1%	-$1.66K	1.38%	16
2021 Q1	$3M	Buy	79,290 +454	+0.6%	+$16.4K	1.29%	16
2020 Q4	$2.71M	Sell	78,836 -2,625	-3%	-$85.3K	1.22%	19
2020 Q3	$2.46M	Buy	81,461 +2,660	+3%	+$80.8K	1.11%	19
2020 Q2	$2.28M	Sell	78,801 -114	-0.1%	-$3.25K	1.14%	17
2020 Q1	$2.04M	Buy	78,915 +5,854	+8%	+$187K	1.23%	18
2019 Q4	$2.52M	Sell	73,061 -141	-0.2%	-$4.71K	1.02%	17
2019 Q3	$2.48M	Sell	73,202 -968	-1%	-$30.5K	1.06%	17
2019 Q2	$2.34M	Buy	74,170 +2,334	+3%	+$71.8K	1.05%	17
2019 Q1	$2.24M	Buy	+71,836	New	+$2.12M	1.06%	18

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

RDA Financial Network's SPYV Position: Q2 2026 in Review

RDA Financial Network increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5.6% in Q2 2026, buying an estimated $44.8K and bringing the position to 14,152 shares worth $860K. The position accounts for 0.19% of the portfolio, ranked #115.

RDA Financial Network first reported a position in SPYV in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.24M in Q1 2024. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

RDA Financial Network held 14,152 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $860K as of Q2 2026.
RDA Financial Network bought 748 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $44.8K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.19% of RDA Financial Network's portfolio in Q2 2026, its #115 holding.
RDA Financial Network first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2019 and has held it in 30 quarters since.
RDA Financial Network's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.24M in Q1 2024.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.