SWM
SPYV icon

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

Spire Wealth Management’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 		$7.15M Sell
117,655
-2,741
-2% -$164K 0.22% 103
2026
Q1 		$6.81M Buy
120,396
+590
+0.5% +$34.2K 0.23% 88
2025
Q4 		$6.81M Buy
119,806
+6,202
+5% +$348K 0.23% 89
2025
Q3 		$6.29M Sell
113,604
-5,844
-5% -$315K 0.21% 96
2025
Q2 		$6.25M Sell
119,448
-15,938
-12% -$796K 0.22% 89
2025
Q1 		$6.91M Sell
135,386
-63,957
-32% -$3.32M 0.22% 95
2024
Q4 		$10.2M Sell
199,343
-9,448
-5% -$503K 0.32% 70
2024
Q3 		$11M Buy
208,791
+7,131
+4% +$363K 0.37% 58
2024
Q2 		$9.83M Sell
201,660
-2,996
-1% -$146K 0.35% 54
2024
Q1 		$10.3M Sell
204,656
-5,229
-2% -$249K 0.19% 97
2023
Q4 		$9.73M Buy
209,885
+439
+0.2% +$18.9K 0.32% 63
2023
Q3 		$8.64M Buy
209,446
+12,866
+7% +$557K 0.33% 67
2023
Q2 		$8.49M Buy
196,580
+7
+0% +$289 0.31% 70
2023
Q1 		$8M Buy
196,573
+64,519
+49% +$2.61M 0.31% 65
2022
Q4 		$5.14M Buy
132,054
+80,624
+157% +$3.09M 0.29% 81
2022
Q3 		$1.77M Sell
51,430
-157,952
-75% -$5.99M 0.11% 143
2022
Q2 		$7.71M Buy
209,382
+96,196
+85% +$3.81M 0.32% 82
2022
Q1 		$4.73M Buy
113,186
+10,078
+10% +$416K 0.13% 159
2021
Q4 		$4.33M Sell
103,108
-6,236
-6% -$255K 0.1% 191
2021
Q3 		$4.26M Buy
109,344
+1,274
+1% +$50.9K 0.11% 173
2021
Q2 		$4.27M Buy
108,070
+5,430
+5% +$215K 0.12% 177
2021
Q1 		$1.28M Buy
+102,640
New +$3.71M 0.03% 376

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

Spire Wealth Management's SPYV Position: Q2 2026 in Review

Spire Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.3% in Q2 2026, selling an estimated $164K and leaving 117,655 shares worth $7.15M. The position accounts for 0.22% of the portfolio, ranked #103.

Spire Wealth Management first reported a position in SPYV in Q1 2021 and has held it in 22 quarters since. The position peaked at $11M in Q3 2024. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Spire Wealth Management held 117,655 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $7.15M as of Q2 2026.
  • Spire Wealth Management sold 2,741 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $164K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.22% of Spire Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Spire Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $11M in Q3 2024.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.