SW
SPYV icon

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

SkyOak 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 		$29.7M Sell
487,942
-31,119
-6% -$1.86M 4.85% 1
2026
Q1 		$29.4M Buy
519,061
+22,074
+4% +$1.28M 5.38% 1
2025
Q4 		$28.2M Buy
496,987
+43,394
+10% +$2.44M 5.08% 1
2025
Q3 		$25.1M Buy
453,593
+5,521
+1% +$297K 4.74% 2
2025
Q2 		$23.5M Buy
448,072
+27,281
+6% +$1.36M 4.71% 2
2025
Q1 		$21.5M Buy
420,791
+19,217
+5% +$997K 4.71% 2
2024
Q4 		$20.5M Buy
401,574
+9,928
+3% +$528K 4.39% 3
2024
Q3 		$20.7M Buy
391,646
+5,535
+1% +$282K 4.58% 3
2024
Q2 		$18.8M Buy
386,111
+8,188
+2% +$400K 4.39% 3
2024
Q1 		$18.9M Buy
377,923
+16,855
+5% +$804K 4.53% 2
2023
Q4 		$16.8M Buy
361,068
+29,741
+9% +$1.28M 4.38% 3
2023
Q3 		$13.7M Buy
331,327
+18,951
+6% +$821K 4% 3
2023
Q2 		$13.5M Buy
312,376
+26,858
+9% +$1.11M 3.81% 4
2023
Q1 		$11.6M Buy
285,518
+39,299
+16% +$1.59M 3.55% 4
2022
Q4 		$9.58M Buy
246,219
+39,805
+19% +$1.52M 3.22% 5
2022
Q3 		$7.12M Buy
206,414
+53,830
+35% +$2.04M 2.55% 6
2022
Q2 		$5.62M Sell
152,584
-2,498
-2% -$98.9K 1.92% 10
2022
Q1 		$6.47M Buy
155,082
+2,004
+1% +$82.7K 1.8% 10
2021
Q4 		$6.43M Buy
153,078
+23,815
+18% +$972K 1.63% 12
2021
Q3 		$5.04M Buy
129,263
+2,835
+2% +$113K 1.36% 16
2021
Q2 		$5M Buy
126,428
+21,034
+20% +$832K 1.34% 16
2021
Q1 		$4.13M Buy
105,394
+9,731
+10% +$352K 1.15% 18
2020
Q4 		$3.29M Buy
95,663
+10,848
+13% +$352K 1.02% 29
2020
Q3 		$2.56M Buy
84,815
+20,149
+31% +$612K 0.92% 29
2020
Q2 		$1.87M Buy
64,666
+35,357
+121% +$1.01M 0.69% 39
2020
Q1 		$757K Buy
29,309
+11,095
+61% +$354K 0.39% 62
2019
Q4 		$636K Buy
+18,214
New +$609K 0.2% 118

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SkyOak Wealth's SPYV Position: Q2 2026 in Review

SkyOak Wealth reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6% in Q2 2026, selling an estimated $1.86M and leaving 487,942 shares worth $29.7M. The position accounts for 4.85% of the portfolio, ranked #1.

SkyOak Wealth first reported a position in SPYV in Q4 2019 and has held it in 27 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • SkyOak Wealth held 487,942 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $29.7M as of Q2 2026.
  • SkyOak Wealth sold 31,119 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.86M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 4.85% of SkyOak Wealth's portfolio in Q2 2026, its #1 holding.
  • SkyOak Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and has held it in 27 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 SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.