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

Robertson Stephens 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	$201K	Buy	+3,311	New	+$198K	0.01%	620
2026 Q1	–	Sell	-3,873	Closed	-$220K	–	666
2025 Q4	$220K	Buy	+3,873	New	+$218K	0.01%	585
2025 Q2	–	Sell	-5,563	Closed	-$284K	–	588
2025 Q1	$284K	Sell	5,563 -2,929	-34%	-$152K	0.01%	461
2024 Q4	$434K	Sell	8,492 -12,390	-59%	-$659K	0.02%	387
2024 Q3	$1.1M	Buy	+20,882	New	+$1.06M	0.04%	263

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 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 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

Robertson Stephens Wealth Management's SPYV Position: Q2 2026 in Review

Robertson Stephens Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 3,311 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #620 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in SPYV as recently as Q4 2025.

Robertson Stephens Wealth Management first reported a position in SPYV in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.1M in Q3 2024. 617 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Robertson Stephens Wealth Management held 3,311 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $201K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new Robertson Stephens Wealth Management position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #620 holding.
Robertson Stephens Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and has held it in 5 quarters since.
Robertson Stephens Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.1M in Q3 2024.
617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.