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

Rik Saylor Financial’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	$1.69M	Buy	27,876 +5,006	+22%	+$300K	1.12%	27
2026 Q1	$1.29M	Buy	22,870 +260	+1%	+$15.1K	0.98%	35
2025 Q4	$1.28M	Sell	22,610 -568	-2%	-$31.9K	0.94%	36
2025 Q3	$1.28M	Buy	23,178 +207	+0.9%	+$11.1K	0.94%	39
2025 Q2	$1.2M	Buy	22,971 +8	+0%	+$400	0.93%	38
2025 Q1	$1.17M	Buy	22,963 +369	+2%	+$19.1K	1.03%	32
2024 Q4	$1.16M	Buy	+22,594	New	+$1.2M	1.07%	34

Other funds holding SPYV

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Rik Saylor Financial's SPYV Position: Q2 2026 in Review

Rik Saylor Financial increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 22% in Q2 2026, buying an estimated $300K and bringing the position to 27,876 shares worth $1.69M. The position accounts for 1.12% of the portfolio, ranked #27.

Rik Saylor Financial first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. 734 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Rik Saylor Financial held 27,876 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.69M as of Q2 2026.
Rik Saylor Financial bought 5,006 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $300K.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.12% of Rik Saylor Financial's portfolio in Q2 2026, its #27 holding.
Rik Saylor Financial 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.
734 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.