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

Sax Wealth Advisors’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	$503K	Buy	8,894 +3	+0%	+$180	0.02%	338
2026 Q1	$505K	Sell	8,891 -13	-0.1%	-$754	0.02%	288
2025 Q4	$506K	Buy	8,904 +3,019	+51%	+$170K	0.02%	295
2025 Q3	$326K	Hold	5,885	–	–	0.02%	339
2025 Q2	$308K	Sell	5,885 -49	-0.8%	-$2.45K	0.02%	331
2025 Q1	$303K	Buy	5,934 +62	+1%	+$3.22K	0.02%	294
2024 Q4	$300K	Buy	+5,872	New	+$312K	0.02%	265

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

Sax Wealth Advisors's SPYV Position: Q2 2026 in Review

Sax Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.03% in Q2 2026, buying an estimated $180 and bringing the position to 8,894 shares worth $503K. The position accounts for 0.02% of the portfolio, ranked #338.

Sax Wealth Advisors first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $506K in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Sax Wealth Advisors held 8,894 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $503K as of Q2 2026.
Sax Wealth Advisors bought 3 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $180.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #338 holding.
Sax Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
Sax Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $506K 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 Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.