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

SIMA Wealth Partners’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	$6.5M	Buy	106,953 +4,262	+4%	+$255K	4.61%	10
2026 Q1	$5.81M	Buy	102,691 +1,537	+2%	+$89.2K	4.43%	10
2025 Q4	$5.75M	Buy	101,154 +4,888	+5%	+$275K	4.37%	10
2025 Q3	$5.33M	Buy	96,266 +2,239	+2%	+$121K	4.07%	10
2025 Q2	$4.92M	Buy	94,027 +15,188	+19%	+$759K	3.97%	9
2025 Q1	$4.03M	Buy	78,839 +8,329	+12%	+$432K	3.34%	10
2024 Q4	$3.61M	Sell	70,510 -1,967	-3%	-$105K	3.06%	11
2024 Q3	$3.83M	Sell	72,477 -3,530	-5%	-$180K	3.33%	11
2024 Q2	$3.7M	Buy	+76,007	New	+$3.71M	3.53%	11

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

SIMA Wealth Partners's SPYV Position: Q2 2026 in Review

SIMA Wealth Partners increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.2% in Q2 2026, buying an estimated $255K and bringing the position to 106,953 shares worth $6.5M. The position accounts for 4.61% of the portfolio, ranked #10.

SIMA Wealth Partners first reported a position in SPYV in Q2 2024 and has held it in 9 quarters since. 1,205 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

SIMA Wealth Partners held 106,953 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $6.5M as of Q2 2026.
SIMA Wealth Partners bought 4,262 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $255K.
State Street SPDR Portfolio S&P 500 Value ETF made up 4.61% of SIMA Wealth Partners's portfolio in Q2 2026, its #10 holding.
SIMA Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 9 quarters since.
1,205 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.