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

RKL 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	$923K	Buy	15,183 +65	+0.4%	+$3.89K	0.07%	104
2026 Q1	$855K	Sell	15,118 -1,508	-9%	-$87.5K	0.08%	101
2025 Q4	$945K	Buy	16,626 +433	+3%	+$24.3K	0.08%	97
2025 Q3	$896K	Buy	16,193 +74	+0.5%	+$3.98K	0.08%	101
2025 Q2	$844K	Buy	16,119 +78	+0.5%	+$3.9K	0.07%	103
2025 Q1	$819K	Buy	16,041 +2,551	+19%	+$132K	0.08%	100
2024 Q4	$690K	Buy	13,490 +9,031	+203%	+$481K	0.06%	106
2024 Q3	$236K	Buy	+4,459	New	+$227K	0.02%	147

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

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

RKL Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.43% in Q2 2026, buying an estimated $3.89K and bringing the position to 15,183 shares worth $923K. The position accounts for 0.07% of the portfolio, ranked #104.

RKL Wealth Management first reported a position in SPYV in Q3 2024 and has held it in 8 quarters since. The position peaked at $945K in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

RKL Wealth Management held 15,183 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $923K as of Q2 2026.
RKL Wealth Management bought 65 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $3.89K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.07% of RKL Wealth Management's portfolio in Q2 2026, its #104 holding.
RKL Wealth Management 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.
RKL Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $945K in Q4 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 RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.