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

Signal Advisors Wealth’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	$1.32M	Buy	21,668 +8,431	+64%	+$505K	0.07%	230
2026 Q1	$749K	Sell	13,237 -3,411	-20%	-$198K	0.05%	295
2025 Q4	$946K	Buy	16,648 +4,000	+32%	+$225K	0.08%	203
2025 Q3	$700K	Sell	12,648 -268,882	-96%	-$14.5M	0.06%	217
2025 Q2	$14.7M	Sell	281,530 -196,995	-41%	-$9.84M	1.15%	17
2025 Q1	$24.4M	Buy	478,525 +282,612	+144%	+$14.7M	2.39%	5
2024 Q4	$10M	Buy	195,913 +158,023	+417%	+$8.41M	1.13%	15
2024 Q3	$2M	Buy	+37,890	New	+$1.93M	0.29%	88
2024 Q2	–	Sell	-6,498	Closed	-$326K	–	254
2024 Q1	$326K	Buy	+6,498	New	+$310K	0.08%	224

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

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

Signal Advisors Wealth increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 64% in Q2 2026, buying an estimated $505K and bringing the position to 21,668 shares worth $1.32M. The position accounts for 0.07% of the portfolio, ranked #230.

Signal Advisors Wealth first reported a position in SPYV in Q1 2024 and has held it in 9 quarters since. The position peaked at $24.4M in Q1 2025. 1,216 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Signal Advisors Wealth held 21,668 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.32M as of Q2 2026.
Signal Advisors Wealth bought 8,431 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $505K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.07% of Signal Advisors Wealth's portfolio in Q2 2026, its #230 holding.
Signal Advisors Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 9 quarters since.
Signal Advisors Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $24.4M in Q1 2025.
1,216 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.