Snider Financial Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Snider Financial Group’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	$400K	Sell	6,588 -1,265	-16%	-$75.7K	0.1%	81
2026 Q1	$444K	Sell	7,853 -126,117	-94%	-$7.32M	0.13%	72
2025 Q4	$7.61M	Buy	133,970 +4,730	+4%	+$266K	2.03%	14
2025 Q3	$7.15M	Buy	129,240 +2,578	+2%	+$139K	1.95%	15
2025 Q2	$6.63M	Buy	126,662 +5,647	+5%	+$282K	1.91%	15
2025 Q1	$6.18M	Buy	121,015 +285	+0.2%	+$14.8K	2.01%	14
2024 Q4	$6.17M	Buy	120,730 +6,379	+6%	+$339K	1.91%	14
2024 Q3	$6.04M	Buy	114,351 +35,886	+46%	+$1.83M	2.21%	15
2024 Q2	$3.82M	Buy	+78,465	New	+$3.84M	1.48%	22

Other funds holding SPYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Snider Financial Group's SPYV Position: Q2 2026 in Review

Snider Financial Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 16% in Q2 2026, selling an estimated $75.7K and leaving 6,588 shares worth $400K. The position accounts for 0.1% of the portfolio, ranked #81.

Snider Financial Group first reported a position in SPYV in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.61M in Q4 2025. 340 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Snider Financial Group held 6,588 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $400K as of Q2 2026.
Snider Financial Group sold 1,265 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $75.7K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.1% of Snider Financial Group's portfolio in Q2 2026, its #81 holding.
Snider Financial Group 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.
Snider Financial Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $7.61M in Q4 2025.
340 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.