Ritter Daniher Financial Advisory’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Ritter Daniher Financial Advisory’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	$810K	Sell	13,331 -512	-4%	-$30.6K	0.12%	85
2026 Q1	$783K	Buy	13,843 +63	+0.5%	+$3.65K	0.13%	80
2025 Q4	$783K	Sell	13,780 -788	-5%	-$44.3K	0.13%	80
2025 Q3	$806K	Buy	14,568 +14,337	+6,206%	+$772K	0.14%	75
2025 Q2	$12.1K	Buy	231 +197	+579%	+$9.85K	﹤0.01%	249
2025 Q1	$1.74K	Hold	34	–	–	﹤0.01%	284
2024 Q4	$1.74K	Hold	34	–	–	﹤0.01%	278
2024 Q3	$1.8K	Buy	+34	New	+$1.73K	﹤0.01%	284

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

Ritter Daniher Financial Advisory's SPYV Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.7% in Q2 2026, selling an estimated $30.6K and leaving 13,331 shares worth $810K. The position accounts for 0.12% of the portfolio, ranked #85.

Ritter Daniher Financial Advisory first reported a position in SPYV in Q3 2024 and has held it in 8 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Ritter Daniher Financial Advisory held 13,331 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $810K as of Q2 2026.
Ritter Daniher Financial Advisory sold 512 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $30.6K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.12% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #85 holding.
Ritter Daniher Financial Advisory first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and has held it in 8 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 Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.