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

Reston 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 Q2	$12.7M	Buy	209,182 +1,011	+0.5%	+$60.5K	3.43%	8
2026 Q1	$11.8M	Sell	208,171 -13,640	-6%	-$791K	3.61%	8
2025 Q4	$12.6M	Buy	221,811 +437	+0.2%	+$24.6K	3.86%	7
2025 Q3	$12.2M	Sell	221,374 -38	-0%	-$2.05K	3.95%	7
2025 Q2	$11.6M	Sell	221,412 -6,392	-3%	-$319K	4.06%	7
2025 Q1	$11.6M	Sell	227,804 -24,608	-10%	-$1.28M	4.7%	7
2024 Q4	$12.9M	Buy	252,412 +234	+0.1%	+$12.5K	4.8%	7
2024 Q3	$13.3M	Buy	252,178 +2,735	+1%	+$139K	4.82%	7
2024 Q2	$12.2M	Sell	249,443 -3,511	-1%	-$172K	4.86%	7
2024 Q1	$12.7M	Sell	252,954 -9,782	-4%	-$466K	5.15%	7
2023 Q4	$12.3M	Buy	262,736 +21,029	+9%	+$907K	5.61%	7
2023 Q3	$9.97M	Buy	241,707 +3,116	+1%	+$135K	5.04%	7
2023 Q2	$10.3M	Sell	238,591 -1,596	-0.7%	-$65.9K	4.9%	7
2023 Q1	$9.78M	Sell	240,187 -3,974	-2%	-$161K	5.11%	7
2022 Q4	$9.5M	Sell	244,161 -683,297	-74%	-$26.2M	5.25%	7
2022 Q3	$32M	Buy	927,458 +11,910	+1%	+$452K	19.05%	1
2022 Q2	$33.7M	Buy	915,548 +15,322	+2%	+$607K	18.77%	2
2022 Q1	$37.6M	Sell	900,226 -7,076	-0.8%	-$292K	19.28%	1
2021 Q4	$38.1M	Buy	907,302 +266	+0%	+$10.9K	18.49%	1
2021 Q3	$35.4M	Sell	907,036 -6,984	-0.8%	-$279K	18.42%	1
2021 Q2	$36.1M	Buy	914,020 +15,281	+2%	+$604K	18.08%	1
2021 Q1	$34.1M	Buy	898,739 +6,560	+0.7%	+$237K	17.84%	1
2020 Q4	$30.7M	Buy	892,179 +15,080	+2%	+$490K	17.43%	2
2020 Q3	$26.5M	Buy	877,099 +34,953	+4%	+$1.06M	17.03%	2
2020 Q2	$24.4M	Buy	842,146 +68,480	+9%	+$1.95M	16.77%	2
2020 Q1	$20M	Buy	+773,666	New	+$24.7M	16.05%	3

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

Reston Wealth Management's SPYV Position: Q2 2026 in Review

Reston Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.49% in Q2 2026, buying an estimated $60.5K and bringing the position to 209,182 shares worth $12.7M. The position accounts for 3.43% of the portfolio, ranked #8.

Reston Wealth Management first reported a position in SPYV in Q1 2020 and has held it in 26 quarters since. The position peaked at $38.1M in Q4 2021. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Reston Wealth Management held 209,182 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $12.7M as of Q2 2026.
Reston Wealth Management bought 1,011 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $60.5K.
State Street SPDR Portfolio S&P 500 Value ETF made up 3.43% of Reston Wealth Management's portfolio in Q2 2026, its #8 holding.
Reston Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2020 and has held it in 26 quarters since.
Reston Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $38.1M in Q4 2021.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.