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

Sherman 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
Q2 		$1M Buy
16,488
+73
+0.4% +$4.37K 0.75% 34
2026
Q1 		$929K Buy
16,415
+7
+0% +$406 0.8% 31
2025
Q4 		$932K Buy
+16,408
New +$922K 0.81% 33

Other funds holding SPYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Sherman Wealth Management's SPYV Position: Q2 2026 in Review

Sherman Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.44% in Q2 2026, buying an estimated $4.37K and bringing the position to 16,488 shares worth $1M. The position accounts for 0.75% of the portfolio, ranked #34.

Sherman Wealth Management first reported a position in SPYV in Q4 2025 and has held it in 3 quarters since. 904 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Sherman Wealth Management held 16,488 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1M as of Q2 2026.
  • Sherman Wealth Management bought 73 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $4.37K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.75% of Sherman Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Sherman Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 904 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.