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

Rialto 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 		$973 Hold
16
– – ﹤0.01% 1391
2026
Q1 		$906 Hold
16
– – ﹤0.01% 1149
2025
Q4 		$909 Hold
16
– – ﹤0.01% 1028
2025
Q3 		$886 Hold
16
– – ﹤0.01% 975
2025
Q2 		$838 Hold
16
– – ﹤0.01% 924
2025
Q1 		$818 Sell
16
-44
-73% -$2.28K ﹤0.01% 692
2024
Q4 		$3.07K Buy
+60
New +$3.19K ﹤0.01% 471

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

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

Rialto Wealth Management held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 16 shares worth $973. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Rialto Wealth Management first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.07K in Q4 2024. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Rialto Wealth Management held 16 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $973 as of Q2 2026.
  • Rialto Wealth Management 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 ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1391 holding.
  • Rialto Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $3.07K in Q4 2024.
  • 1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.