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

Sanchez Wealth Management Group’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 		$699K Sell
11,505
-2,081
-15% -$125K 0.12% 32
2026
Q1 		$769K Sell
13,586
-578
-4% -$33.5K 0.17% 32
2025
Q4 		$805K Sell
14,164
-3,439
-20% -$193K 0.17% 32
2025
Q3 		$974K Sell
17,603
-5,291
-23% -$285K 0.22% 30
2025
Q2 		$1.2M Sell
22,894
-8,828
-28% -$441K 0.29% 25
2025
Q1 		$1.62M Sell
31,722
-8,304
-21% -$431K 0.44% 24
2024
Q4 		$2.05M Buy
40,026
+30,517
+321% +$1.62M 0.56% 24
2024
Q3 		$503K Sell
9,509
-117
-1% -$5.95K 0.15% 29
2024
Q2 		$469K Sell
9,626
-1,135
-11% -$55.5K 0.15% 28
2024
Q1 		$539K Sell
10,761
-488,488
-98% -$23.3M 0.18% 28
2023
Q4 		$23.3M Sell
499,249
-10,970
-2% -$473K 8.48% 2
2023
Q3 		$21.1M Buy
510,219
+9,503
+2% +$412K 8.49% 4
2023
Q2 		$21.6M Buy
500,716
+9,685
+2% +$400K 8.76% 4
2023
Q1 		$20M Sell
491,031
-1,436
-0.3% -$58.2K 8.8% 4
2022
Q4 		$19.2M Buy
492,467
+680
+0.1% +$26K 9.39% 4
2022
Q3 		$17M Sell
491,787
-33,452
-6% -$1.27M 9.26% 5
2022
Q2 		$19.3M Buy
525,239
+6,002
+1% +$238K 9.61% 4
2022
Q1 		$21.7M Buy
519,237
+8,445
+2% +$348K 9.12% 5
2021
Q4 		$21.5M Sell
510,792
-731
-0.1% -$29.8K 9.05% 5
2021
Q3 		$19.9M Buy
511,523
+11,677
+2% +$466K 8.95% 5
2021
Q2 		$19.8M Buy
499,846
+152,253
+44% +$6.02M 9.02% 5
2021
Q1 		$13.2M Buy
347,593
+9,579
+3% +$346K 6.7% 6
2020
Q4 		$11.6M Buy
+338,014
New +$11M 6.25% 6

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sanchez Wealth Management Group's SPYV Position: Q2 2026 in Review

Sanchez Wealth Management Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 15% in Q2 2026, selling an estimated $125K and leaving 11,505 shares worth $699K. The position accounts for 0.12% of the portfolio, ranked #32.

Sanchez Wealth Management Group first reported a position in SPYV in Q4 2020 and has held it in 23 quarters since. The position peaked at $23.3M in Q4 2023. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Sanchez Wealth Management Group held 11,505 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $699K as of Q2 2026.
  • Sanchez Wealth Management Group sold 2,081 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $125K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.12% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #32 holding.
  • Sanchez Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Sanchez Wealth Management Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $23.3M in Q4 2023.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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