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

SFMG 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	$958K	Buy	15,756 +277	+2%	+$16.6K	0.06%	132
2026 Q1	$876K	Hold	15,479	–	–	0.06%	124
2025 Q4	$879K	Hold	15,479	–	–	0.06%	119
2025 Q3	$856K	Buy	+15,479	New	+$834K	0.06%	117

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

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

SFMG Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.8% in Q2 2026, buying an estimated $16.6K and bringing the position to 15,756 shares worth $958K. The position accounts for 0.06% of the portfolio, ranked #132.

SFMG Wealth Advisors first reported a position in SPYV in Q3 2025 and has held it in 4 quarters since. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

SFMG Wealth Advisors held 15,756 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $958K as of Q2 2026.
SFMG Wealth Advisors bought 277 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $16.6K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.06% of SFMG Wealth Advisors's portfolio in Q2 2026, its #132 holding.
SFMG Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.