Spartan Wealth Advisory Services LLC’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Spartan Wealth Advisory Services LLC’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	$210K	Sell	3,450 -177	-5%	-$10.6K	0.02%	300
2026 Q1	$205K	Buy	+3,627	New	+$210K	0.02%	298

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's SPYV Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.9% in Q2 2026, selling an estimated $10.6K and leaving 3,450 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #300.

Spartan Wealth Advisory Services LLC first reported a position in SPYV in Q1 2026 and has held it in 2 quarters since. 1,170 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Spartan Wealth Advisory Services LLC held 3,450 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $210K as of Q2 2026.
Spartan Wealth Advisory Services LLC sold 177 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $10.6K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #300 holding.
Spartan Wealth Advisory Services LLC first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
1,170 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.