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

SOA Wealth Advisors’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	$4.81M	Sell	79,103 -70,298	-47%	-$4.21M	0.81%	26
2026 Q1	$8.45M	Sell	149,401 -7,758	-5%	-$450K	1.6%	14
2025 Q4	$8.93M	Sell	157,159 -15,982	-9%	-$898K	1.51%	15
2025 Q3	$9.58M	Sell	173,141 -63,560	-27%	-$3.42M	1.64%	12
2025 Q2	$12.4M	Sell	236,701 -87,573	-27%	-$4.38M	2.33%	6
2025 Q1	$16.6M	Buy	324,274 +96,583	+42%	+$5.01M	3.46%	4
2024 Q4	$11.6M	Buy	227,691 +74,565	+49%	+$3.97M	2.14%	7
2024 Q3	$8.09M	Buy	153,126 +43,857	+40%	+$2.23M	1.54%	15
2024 Q2	$5.33M	Buy	109,269 +97,727	+847%	+$4.78M	1.07%	21
2024 Q1	$578K	Buy	+11,542	New	+$550K	0.12%	91

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

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

SOA Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 47% in Q2 2026, selling an estimated $4.21M and leaving 79,103 shares worth $4.81M. The position accounts for 0.81% of the portfolio, ranked #26.

SOA Wealth Advisors first reported a position in SPYV in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.6M in Q1 2025. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

SOA Wealth Advisors held 79,103 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $4.81M as of Q2 2026.
SOA Wealth Advisors sold 70,298 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $4.21M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.81% of SOA Wealth Advisors's portfolio in Q2 2026, its #26 holding.
SOA Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
SOA Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $16.6M in Q1 2025.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.