RW
SPYV icon

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

REDW 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 		$1.57M Buy
25,769
+580
+2% +$34.7K 0.56% 38
2026
Q1 		$1.43M Buy
25,189
+2
+0% +$116 0.57% 39
2025
Q4 		$1.43M Buy
25,187
+479
+2% +$26.9K 0.55% 38
2025
Q3 		$1.37M Buy
24,708
+2
+0% +$108 0.52% 41
2025
Q2 		$1.29M Buy
24,706
+1
+0% +$50 0.51% 36
2025
Q1 		$1.26M Buy
24,705
+1
+0% +$52 0.47% 36
2024
Q4 		$1.26M Sell
24,704
-1,597
-6% -$85K 0.44% 39
2024
Q3 		$1.39M Buy
26,301
+1
+0% +$51 0.36% 46
2024
Q2 		$1.28M Sell
26,300
-998
-4% -$48.8K 0.34% 49
2024
Q1 		$1.37M Sell
27,298
-98
-0.4% -$4.67K 0.37% 40
2023
Q4 		$1.28M Buy
27,396
+2
+0% +$86 0.37% 40
2023
Q3 		$1.13M Sell
27,394
-198
-0.7% -$8.58K 0.35% 42
2023
Q2 		$1.19M Buy
27,592
+6,184
+29% +$255K 0.36% 42
2023
Q1 		$872K Hold
21,408
– – 0.28% 52
2022
Q4 		$833K Sell
21,408
-100
-0.5% -$3.83K 0.29% 48
2022
Q3 		$742K Buy
+21,508
New +$816K 0.29% 46

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

REDW Wealth's SPYV Position: Q2 2026 in Review

REDW Wealth increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.3% in Q2 2026, buying an estimated $34.7K and bringing the position to 25,769 shares worth $1.57M. The position accounts for 0.56% of the portfolio, ranked #38.

REDW Wealth first reported a position in SPYV in Q3 2022 and has held it in 16 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • REDW Wealth held 25,769 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.57M as of Q2 2026.
  • REDW Wealth bought 580 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $34.7K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.56% of REDW Wealth's portfolio in Q2 2026, its #38 holding.
  • REDW Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on REDW Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.