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

SilverOak 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	$26.2M	Buy	430,513 +13,564	+3%	+$812K	3.37%	7
2026 Q1	$23.6M	Buy	416,949 +8,505	+2%	+$493K	3.73%	7
2025 Q4	$23.2M	Buy	408,444 +8,688	+2%	+$488K	3.64%	7
2025 Q3	$22.1M	Buy	399,756 +12,812	+3%	+$690K	3.73%	7
2025 Q2	$20.3M	Buy	386,944 +16,928	+5%	+$846K	3.8%	7
2025 Q1	$18.9M	Buy	370,016 +21,356	+6%	+$1.11M	4.09%	7
2024 Q4	$17.8M	Buy	348,660 +33,684	+11%	+$1.79M	3.84%	7
2024 Q3	$16.6M	Buy	314,976 +7,412	+2%	+$377K	3.73%	7
2024 Q2	$15M	Buy	307,564 +18,725	+6%	+$915K	3.6%	7
2024 Q1	$14.5M	Buy	288,839 +6,819	+2%	+$325K	3.59%	7
2023 Q4	$13.2M	Buy	+282,020	New	+$12.2M	3.55%	7

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

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

SilverOak Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.3% in Q2 2026, buying an estimated $812K and bringing the position to 430,513 shares worth $26.2M. The position accounts for 3.37% of the portfolio, ranked #7.

SilverOak Wealth Management first reported a position in SPYV in Q4 2023 and has held it in 11 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

SilverOak Wealth Management held 430,513 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $26.2M as of Q2 2026.
SilverOak Wealth Management bought 13,564 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $812K.
State Street SPDR Portfolio S&P 500 Value ETF made up 3.37% of SilverOak Wealth Management's portfolio in Q2 2026, its #7 holding.
SilverOak Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.