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

Ritholtz 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	$2.62M	Buy	43,116 +2,135	+5%	+$128K	0.04%	348
2026 Q1	$2.32M	Sell	40,981 -1,477	-3%	-$85.7K	0.04%	337
2025 Q4	$2.41M	Sell	42,458 -25	-0.1%	-$1.41K	0.04%	305
2025 Q3	$2.35M	Buy	42,483 +2,347	+6%	+$126K	0.05%	286
2025 Q2	$2.1M	Sell	40,136 -49,562	-55%	-$2.48M	0.05%	283
2025 Q1	$4.58M	Buy	+89,698	New	+$4.65M	0.14%	103

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

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

Ritholtz Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5.2% in Q2 2026, buying an estimated $128K and bringing the position to 43,116 shares worth $2.62M. The position accounts for 0.04% of the portfolio, ranked #348.

Ritholtz Wealth Management first reported a position in SPYV in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.58M in Q1 2025. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Ritholtz Wealth Management held 43,116 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.62M as of Q2 2026.
Ritholtz Wealth Management bought 2,135 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $128K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of Ritholtz Wealth Management's portfolio in Q2 2026, its #348 holding.
Ritholtz Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
Ritholtz Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.58M in Q1 2025.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.