RFN
SPYV icon

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

Redwood 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 		$1.62M Sell
26,569
-1,273
-5% -$76.2K 0.9% 32
2026
Q1 		$1.58M Sell
27,842
-806
-3% -$46.8K 1.03% 27
2025
Q4 		$1.63M Sell
28,648
-953
-3% -$53.5K 1.04% 24
2025
Q3 		$1.64M Buy
29,601
+1,148
+4% +$61.8K 1.04% 25
2025
Q2 		$1.49M Buy
28,453
+993
+4% +$49.6K 1.01% 29
2025
Q1 		$1.4M Buy
27,460
+1,338
+5% +$69.4K 1.07% 26
2024
Q4 		$1.34M Buy
26,122
+130
+0.5% +$6.92K 1% 30
2024
Q3 		$1.37M Sell
25,992
-311
-1% -$15.8K 1.08% 26
2024
Q2 		$1.28M Buy
26,303
+314
+1% +$15.3K 1.08% 25
2024
Q1 		$1.3M Sell
25,989
-2,965
-10% -$141K 1.13% 22
2023
Q4 		$1.35M Buy
28,954
+145
+0.5% +$6.25K 1.31% 18
2023
Q3 		$1.19M Buy
28,809
+3,847
+15% +$167K 1.26% 19
2023
Q2 		$1.08M Buy
24,962
+3,310
+15% +$137K 1.01% 23
2023
Q1 		$882K Buy
21,652
+1,958
+10% +$79.3K 0.9% 30
2022
Q4 		$766K Buy
19,694
+2,122
+12% +$81.3K 0.87% 33
2022
Q3 		$606K Buy
17,572
+698
+4% +$26.5K 0.69% 51
2022
Q2 		$621K Buy
16,874
+1,778
+12% +$70.4K 0.68% 53
2022
Q1 		$630K Buy
+15,096
New +$623K 0.58% 61

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

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

Redwood Financial Network reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.6% in Q2 2026, selling an estimated $76.2K and leaving 26,569 shares worth $1.62M. The position accounts for 0.9% of the portfolio, ranked #32.

Redwood Financial Network first reported a position in SPYV in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.64M in Q3 2025. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Redwood Financial Network held 26,569 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.62M as of Q2 2026.
  • Redwood Financial Network sold 1,273 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $76.2K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.9% of Redwood Financial Network's portfolio in Q2 2026, its #32 holding.
  • Redwood Financial Network first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Redwood Financial Network's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.64M in Q3 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 Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.