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

Seaside 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 Q1	$2.02M	Sell	35,687 -711	-2%	-$41.2K	0.57%	15
2025 Q4	$2.07M	Sell	36,398 -1,355	-4%	-$76.1K	0.59%	15
2025 Q3	$2.09M	Sell	37,753 -841	-2%	-$45.3K	0.62%	14
2025 Q2	$2.02M	Sell	38,594 -3,574	-8%	-$179K	0.64%	14
2025 Q1	$2.15M	Sell	42,168 -375	-0.9%	-$19.4K	0.77%	14
2024 Q4	$2.18M	Sell	42,543 -2,418	-5%	-$129K	0.8%	14
2024 Q3	$2.38M	Sell	44,961 -283	-0.6%	-$14.4K	0.9%	12
2024 Q2	$2.21M	Sell	45,244 -144	-0.3%	-$7.04K	0.91%	13
2024 Q1	$2.27M	Sell	45,388 -516	-1%	-$24.6K	0.97%	12
2023 Q4	$2.14M	Sell	45,904 -4,224	-8%	-$182K	0.98%	12
2023 Q3	$2.07M	Buy	50,128 +288	+0.6%	+$12.5K	1.05%	13
2023 Q2	$2.15M	Sell	49,840 -149	-0.3%	-$6.15K	1.11%	13
2023 Q1	$2.04M	Sell	49,989 -544	-1%	-$22K	1.24%	13
2022 Q4	$1.97M	Buy	50,533 +544	+1%	+$20.8K	1.3%	13
2022 Q3	$1.92M	Buy	49,989 +230	+0.5%	+$8.73K	1.33%	13
2022 Q2	$1.94M	Buy	+49,759	New	+$1.97M	1.47%	13

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Seaside Wealth Management's SPYV Position: Q1 2026 in Review

Seaside Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2% in Q1 2026, selling an estimated $41.2K and leaving 35,687 shares worth $2.02M. The position accounts for 0.57% of the portfolio, ranked #15.

Seaside Wealth Management first reported a position in SPYV in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.38M in Q3 2024. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Seaside Wealth Management held 35,687 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.02M as of Q1 2026.
Seaside Wealth Management sold 711 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $41.2K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.57% of Seaside Wealth Management's portfolio in Q1 2026, its #15 holding.
Seaside Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and has held it in 16 quarters since.
Seaside Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.38M in Q3 2024.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.