RWMH
SPYV icon

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

Riverpoint Wealth Management Holdings’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 		$1.52M Buy
24,936
+97
+0.4% +$5.8K 0.28% 30
2026
Q1 		$1.41M Buy
24,839
+81
+0.3% +$4.7K 0.3% 28
2025
Q4 		$1.41M Sell
24,758
-1,500
-6% -$84.3K 0.3% 27
2025
Q3 		$1.45M Sell
26,258
-3,008
-10% -$162K 0.32% 26
2025
Q2 		$1.53M Sell
29,266
-473
-2% -$23.6K 0.36% 25
2025
Q1 		$1.52M Sell
29,739
-3,141
-10% -$163K 0.39% 22
2024
Q4 		$1.68M Buy
32,880
+187
+0.6% +$9.95K 0.44% 22
2024
Q3 		$1.73M Sell
32,693
-2,676
-8% -$136K 0.44% 22
2024
Q2 		$1.72M Sell
35,369
-16,900
-32% -$826K 0.48% 21
2024
Q1 		$2.62M Sell
52,269
-104
-0.2% -$4.96K 0.73% 17
2023
Q4 		$2.44M Buy
52,373
+217
+0.4% +$9.36K 0.72% 18
2023
Q3 		$2.15M Buy
52,156
+206
+0.4% +$8.92K 0.71% 17
2023
Q2 		$2.24M Sell
51,950
-558
-1% -$23K 0.71% 17
2023
Q1 		$2.14M Buy
52,508
+1,770
+3% +$71.7K 0.74% 15
2022
Q4 		$1.97M Buy
50,738
+197
+0.4% +$7.55K 0.73% 15
2022
Q3 		$1.74M Sell
50,541
-501
-1% -$19K 0.74% 16
2022
Q2 		$1.88M Sell
51,042
-1,681
-3% -$66.6K 0.76% 16
2022
Q1 		$2.2M Buy
52,723
+165
+0.3% +$6.81K 0.76% 16
2021
Q4 		$2.21M Sell
52,558
-8,069
-13% -$329K 0.75% 16
2021
Q3 		$2.36M Sell
60,627
-98,221
-62% -$3.92M 0.83% 16
2021
Q2 		$6.28M Buy
158,848
+5,574
+4% +$220K 1.74% 15
2021
Q1 		$5.81M Buy
153,274
+44,188
+41% +$1.6M 1.76% 15
2020
Q4 		$3.75M Buy
109,086
+691
+0.6% +$22.5K 1.19% 17
2020
Q3 		$3.27M Sell
108,395
-2,478
-2% -$75.3K 1.19% 17
2020
Q2 		$3.21M Buy
110,873
+1,334
+1% +$38K 1.25% 17
2020
Q1 		$2.83M Buy
109,539
+17,256
+19% +$551K 1.38% 16
2019
Q4 		$3.22M Buy
+92,283
New +$3.08M 1.28% 16

Other funds holding SPYV

CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Riverpoint Wealth Management Holdings's SPYV Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.39% in Q2 2026, buying an estimated $5.8K and bringing the position to 24,936 shares worth $1.52M. The position accounts for 0.28% of the portfolio, ranked #30.

Riverpoint Wealth Management Holdings first reported a position in SPYV in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.28M in Q2 2021. 615 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Riverpoint Wealth Management Holdings held 24,936 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.52M as of Q2 2026.
  • Riverpoint Wealth Management Holdings bought 97 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $5.8K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.28% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #30 holding.
  • Riverpoint Wealth Management Holdings first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Riverpoint Wealth Management Holdings's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $6.28M in Q2 2021.
  • 615 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.