Relyea Zuckerberg Hanson’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Relyea Zuckerberg Hanson’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	$2.04M	Hold	33,518	–	–	0.17%	80
2026 Q1	$1.9M	Buy	33,518 +399	+1%	+$23.1K	0.19%	74
2025 Q4	$1.88M	Hold	33,119	–	–	0.19%	76
2025 Q3	$1.83M	Hold	33,119	–	–	0.19%	74
2025 Q2	$1.73M	Buy	33,119 +101	+0.3%	+$5.05K	0.2%	73
2025 Q1	$1.69M	Buy	33,018 +72	+0.2%	+$3.73K	0.23%	69
2024 Q4	$1.68M	Sell	32,946 -2,633	-7%	-$140K	0.23%	71
2024 Q3	$1.88M	Buy	35,579 +107	+0.3%	+$5.45K	0.29%	53
2024 Q2	$1.73M	Buy	35,472 +119	+0.3%	+$5.82K	0.29%	50
2024 Q1	$1.77M	Buy	35,353 +105	+0.3%	+$5.01K	0.31%	48
2023 Q4	$1.64M	Buy	+35,248	New	+$1.52M	0.32%	44

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

Relyea Zuckerberg Hanson's SPYV Position: Q2 2026 in Review

Relyea Zuckerberg Hanson held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 33,518 shares worth $2.04M. The position accounts for 0.17% of the portfolio, ranked #80.

Relyea Zuckerberg Hanson first reported a position in SPYV in Q4 2023 and has held it in 11 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Relyea Zuckerberg Hanson held 33,518 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.04M as of Q2 2026.
Relyea Zuckerberg Hanson left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.17% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #80 holding.
Relyea Zuckerberg Hanson first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.