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

SHP 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	$450K	Sell	7,949 -2,030	-20%	-$118K	0.03%	165
2025 Q4	$567K	Buy	+9,979	New	+$561K	0.04%	135

Other funds holding SPYV

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $9.42B AUM 17.63% 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

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

SHP Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 20% in Q1 2026, selling an estimated $118K and leaving 7,949 shares worth $450K. The position accounts for 0.03% of the portfolio, ranked #165.

SHP Wealth Management first reported a position in SPYV in Q4 2025 and has held it in 2 quarters since. The position peaked at $567K in Q4 2025. 1,177 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

SHP Wealth Management held 7,949 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $450K as of Q1 2026.
SHP Wealth Management sold 2,030 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $118K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of SHP Wealth Management's portfolio in Q1 2026, its #165 holding.
SHP Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 2 quarters since.
SHP Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $567K in Q4 2025.
1,177 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.