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

Red Crane Wealth 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 Q1	$7.23M	Sell	127,793 -950	-0.7%	-$55.1K	5.95%	2
2025 Q4	$7.31M	Sell	128,743 -151	-0.1%	-$8.48K	5.98%	2
2025 Q3	$7.13M	Sell	128,894 -9,769	-7%	-$526K	6.01%	2
2025 Q2	$7.26M	Buy	138,663 +3,968	+3%	+$198K	6.61%	2
2025 Q1	$6.88M	Sell	134,695 -769	-0.6%	-$39.9K	6.58%	2
2024 Q4	$6.93M	Buy	+135,464	New	+$7.21M	6.56%	2

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Red Crane Wealth Management's SPYV Position: Q1 2026 in Review

Red Crane Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.74% in Q1 2026, selling an estimated $55.1K and leaving 127,793 shares worth $7.23M. The position accounts for 5.95% of the portfolio, ranked #2.

Red Crane Wealth Management first reported a position in SPYV in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.31M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Red Crane Wealth Management held 127,793 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $7.23M as of Q1 2026.
Red Crane Wealth Management sold 950 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $55.1K.
State Street SPDR Portfolio S&P 500 Value ETF made up 5.95% of Red Crane Wealth Management's portfolio in Q1 2026, its #2 holding.
Red Crane Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
Red Crane Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $7.31M in Q4 2025.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Red Crane Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.