SG
SPYV icon

Sharper & Granite’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Sharper & Granite’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 		$328K Sell
5,399
-250
-4% -$15K 0.1% 91
2026
Q1 		$320K Sell
5,649
-275
-5% -$16K 0.11% 88
2025
Q4 		$337K Sell
5,924
-29
-0.5% -$1.63K 0.12% 89
2025
Q3 		$329K Sell
5,953
-353
-6% -$19K 0.12% 87
2025
Q2 		$334K Buy
6,306
+623
+11% +$31.1K 0.13% 91
2025
Q1 		$290K Sell
5,683
-50
-0.9% -$2.59K 0.12% 95
2024
Q4 		$293K Sell
5,733
-100
-2% -$5.32K 0.13% 92
2024
Q3 		$308K Buy
5,833
+133
+2% +$6.77K 0.14% 90
2024
Q2 		$278K Sell
5,700
-995
-15% -$48.6K 0.13% 92
2024
Q1 		$330K Sell
6,695
-1,420
-17% -$67.7K 0.16% 87
2023
Q4 		$378K Sell
8,115
-20
-0.2% -$863 0.2% 83
2023
Q3 		$336K Sell
8,135
-675
-8% -$29.2K 0.19% 82
2023
Q2 		$381K Sell
8,810
-675
-7% -$27.9K 0.22% 79
2023
Q1 		$386K Sell
9,485
-120
-1% -$4.86K 0.23% 77
2022
Q4 		$374K Buy
+9,605
New +$368K 0.25% 75

Other funds holding SPYV

Wealth Enhancement Advisory Services
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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
KW
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
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Sharper & Granite's SPYV Position: Q2 2026 in Review

Sharper & Granite reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.4% in Q2 2026, selling an estimated $15K and leaving 5,399 shares worth $328K. The position accounts for 0.1% of the portfolio, ranked #91.

Sharper & Granite first reported a position in SPYV in Q4 2022 and has held it in 15 quarters since. The position peaked at $386K in Q1 2023. 220 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Sharper & Granite held 5,399 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $328K as of Q2 2026.
  • Sharper & Granite sold 250 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $15K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.1% of Sharper & Granite's portfolio in Q2 2026, its #91 holding.
  • Sharper & Granite first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Sharper & Granite's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $386K in Q1 2023.
  • 220 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.