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 Q2	$423K	Sell	6,957 -992	-12%	-$59.4K	0.03%	199
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 $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

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

SHP Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 12% in Q2 2026, selling an estimated $59.4K and leaving 6,957 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #199.

SHP Wealth Management first reported a position in SPYV in Q4 2025 and has held it in 3 quarters since. The position peaked at $567K in Q4 2025. 1,217 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

SHP Wealth Management held 6,957 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $423K as of Q2 2026.
SHP Wealth Management sold 992 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $59.4K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of SHP Wealth Management's portfolio in Q2 2026, its #199 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 3 quarters since.
SHP Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $567K in Q4 2025.
1,217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.