Rehmann Capital Advisory Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Rehmann Capital Advisory Group’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	$2.47M	Buy	40,670 +705	+2%	+$42.2K	0.11%	132
2026 Q1	$2.26M	Sell	39,965 -362	-0.9%	-$21K	0.12%	130
2025 Q4	$2.29M	Buy	40,327 +573	+1%	+$32.2K	0.12%	129
2025 Q3	$2.2M	Buy	39,754 +10,611	+36%	+$571K	0.12%	123
2025 Q2	$1.53M	Sell	29,143 -846	-3%	-$42.3K	0.09%	151
2025 Q1	$1.53M	Buy	29,989 +1,902	+7%	+$98.6K	0.1%	153
2024 Q4	$1.44M	Buy	28,087 +6,057	+27%	+$322K	0.09%	158
2024 Q3	$1.16M	Buy	22,030 +2,325	+12%	+$118K	0.08%	194
2024 Q2	$960K	Buy	19,705 +32	+0.2%	+$1.56K	0.07%	212
2024 Q1	$986K	Sell	19,673 -2,239	-10%	-$107K	0.07%	205
2023 Q4	$1.02M	Sell	21,912 -3,167	-13%	-$137K	0.08%	187
2023 Q3	$995K	Sell	25,079 -581	-2%	-$25.2K	0.09%	173
2023 Q2	$1.07M	Sell	25,660 -2,197	-8%	-$90.7K	0.1%	176
2023 Q1	$1.08M	Sell	27,857 -318	-1%	-$12.9K	0.1%	171
2022 Q4	$1.1M	Sell	28,175 -44	-0.2%	-$1.69K	0.11%	161
2022 Q3	$973K	Sell	28,219 -1,464	-5%	-$55.5K	0.11%	164
2022 Q2	$1.09M	Sell	29,683 -1,316	-4%	-$52.1K	0.12%	149
2022 Q1	$1.29M	Buy	30,999 +403	+1%	+$16.6K	0.12%	144
2021 Q4	$1.29M	Buy	30,596 +237	+0.8%	+$9.67K	0.12%	154
2021 Q3	$1.18M	Sell	30,359 -519	-2%	-$20.7K	0.11%	164
2021 Q2	$1.23M	Buy	30,878 +718	+2%	+$28.4K	0.12%	144
2021 Q1	$1.15M	Buy	30,160 +9,630	+47%	+$348K	0.12%	147
2020 Q4	$705K	Sell	20,530 -8,581	-29%	-$279K	0.08%	207
2020 Q3	$879K	Buy	29,111 +6,046	+26%	+$184K	0.11%	159
2020 Q2	$673K	Sell	23,065 -36,772	-61%	-$1.05M	0.09%	186
2020 Q1	$1.56M	Buy	+59,837	New	+$1.91M	0.25%	72
2019 Q3	–	Sell	-6,397	Closed	-$200K	–	2070
2019 Q2	$200K	Buy	6,397 +5,507	+619%	+$169K	0.02%	436
2019 Q1	$26.3K	Sell	890 -3,206	-78%	-$94.5K	﹤0.01%	1037
2018 Q4	$111K	Buy	+4,096	New	+$120K	0.02%	379

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

Rehmann Capital Advisory Group's SPYV Position: Q2 2026 in Review

Rehmann Capital Advisory Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.8% in Q2 2026, buying an estimated $42.2K and bringing the position to 40,670 shares worth $2.47M. The position accounts for 0.11% of the portfolio, ranked #132.

Rehmann Capital Advisory Group first reported a position in SPYV in Q4 2018 and has held it in 29 quarters since. 1,216 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Rehmann Capital Advisory Group held 40,670 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.47M as of Q2 2026.
Rehmann Capital Advisory Group bought 705 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $42.2K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.11% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #132 holding.
Rehmann Capital Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2018 and has held it in 29 quarters since.
1,216 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.