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

Secured Retirement 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	$2.8M	Sell	45,994 -5	-0%	-$299	1.43%	12
2026 Q1	$2.6M	Sell	45,999 -2,323	-5%	-$135K	1.47%	14
2025 Q4	$2.75M	Sell	48,322 -4,663	-9%	-$262K	1.53%	12
2025 Q3	$2.93M	Sell	52,985 -1,304	-2%	-$70.2K	1.64%	10
2025 Q2	$2.84M	Buy	54,289 +923	+2%	+$46.1K	1.69%	9
2025 Q1	$2.73M	Buy	+53,366	New	+$2.77M	1.76%	9

Other funds holding SPYV

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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Secured Retirement Advisors's SPYV Position: Q2 2026 in Review

Secured Retirement Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.01% in Q2 2026, selling an estimated $299 and leaving 45,994 shares worth $2.8M. The position accounts for 1.43% of the portfolio, ranked #12.

Secured Retirement Advisors first reported a position in SPYV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.93M in Q3 2025. 264 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Secured Retirement Advisors held 45,994 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.8M as of Q2 2026.
Secured Retirement Advisors sold 5 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $299.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.43% of Secured Retirement Advisors's portfolio in Q2 2026, its #12 holding.
Secured Retirement Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
Secured Retirement Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.93M in Q3 2025.
264 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.