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

Rockwood 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	$304K	Buy	5,005 +1,416	+39%	+$84.7K	0.02%	107
2026 Q1	$203K	Hold	3,589	–	–	0.01%	112
2025 Q4	$204K	Sell	3,589 -1,405	-28%	-$78.9K	0.02%	111
2025 Q3	$276K	Hold	4,994	–	–	0.02%	88
2025 Q2	$261K	Sell	4,994 -177	-3%	-$8.85K	0.02%	86
2025 Q1	$264K	Buy	5,171 +819	+19%	+$42.5K	0.03%	80
2024 Q4	$222K	Sell	4,352 -12	-0.3%	-$639	0.02%	85
2024 Q3	$231K	Buy	4,364 +3	+0.1%	+$153	0.03%	78
2024 Q2	$213K	Buy	+4,361	New	+$213K	0.03%	79
2023 Q3	–	Sell	-5,787	Closed	-$250K	–	79
2023 Q2	$250K	Sell	5,787 -122	-2%	-$5.04K	0.04%	68
2023 Q1	$241K	Sell	5,909 -40	-0.7%	-$1.62K	0.05%	63
2022 Q4	$231K	Buy	5,949 +149	+3%	+$5.71K	0.05%	62
2022 Q3	$200K	Buy	5,800 +20	+0.3%	+$759	0.06%	66
2022 Q2	$213K	Sell	5,780 -3,310	-36%	-$131K	0.1%	66
2022 Q1	$380K	Sell	9,090 -1,622	-15%	-$66.9K	0.18%	48
2021 Q4	$450K	Buy	+10,712	New	+$437K	0.2%	57

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

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

Rockwood Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 39% in Q2 2026, buying an estimated $84.7K and bringing the position to 5,005 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #107.

Rockwood Wealth Management first reported a position in SPYV in Q4 2021 and has held it in 16 quarters since. The position peaked at $450K in Q4 2021. 617 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Rockwood Wealth Management held 5,005 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $304K as of Q2 2026.
Rockwood Wealth Management bought 1,416 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $84.7K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Rockwood Wealth Management's portfolio in Q2 2026, its #107 holding.
Rockwood Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and has held it in 16 quarters since.
Rockwood Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $450K in Q4 2021.
617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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