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

SteelPeak 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	$1.71M	Sell	28,090 -77,023	-73%	-$4.61M	0.04%	253
2026 Q1	$5.95M	Buy	105,113 +76,796	+271%	+$4.45M	0.18%	103
2025 Q4	$1.61M	Sell	28,317 -2,012	-7%	-$113K	0.05%	232
2025 Q3	$1.68M	Sell	30,329 -290,878	-91%	-$15.7M	0.06%	238
2025 Q2	$16.8M	Sell	321,207 -397,108	-55%	-$19.8M	0.65%	36
2025 Q1	$36.7M	Buy	718,315 +401,472	+127%	+$20.8M	1.52%	14
2024 Q4	$16.2M	Buy	316,843 +29,615	+10%	+$1.58M	0.66%	32
2024 Q3	$15.2M	Sell	287,228 -19,925	-6%	-$1.01M	0.66%	34
2024 Q2	$15M	Sell	307,153 -39,577	-11%	-$1.93M	0.69%	35
2024 Q1	$17.4M	Buy	346,730 +3,274	+1%	+$156K	0.87%	27
2023 Q4	$16M	Sell	343,456 -152,860	-31%	-$6.59M	0.93%	24
2023 Q3	$20.5M	Buy	+496,316	New	+$21.5M	1.28%	14
2023 Q1	–	Sell	-79,933	Closed	-$3.11M	–	458
2022 Q4	$3.11M	Buy	+79,933	New	+$3.06M	0.23%	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

SteelPeak Wealth's SPYV Position: Q2 2026 in Review

SteelPeak Wealth reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 73% in Q2 2026, selling an estimated $4.61M and leaving 28,090 shares worth $1.71M. The position accounts for 0.04% of the portfolio, ranked #253.

SteelPeak Wealth first reported a position in SPYV in Q4 2022 and has held it in 13 quarters since. The position peaked at $36.7M in Q1 2025. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

SteelPeak Wealth held 28,090 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.71M as of Q2 2026.
SteelPeak Wealth sold 77,023 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $4.61M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of SteelPeak Wealth's portfolio in Q2 2026, its #253 holding.
SteelPeak Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 13 quarters since.
SteelPeak Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $36.7M 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 SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.