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

Sterling Group 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	$5.36M	Sell	88,092 -9,330	-10%	-$558K	2.2%	10
2026 Q1	$5.51M	Sell	97,422 -2,569	-3%	-$149K	2.61%	9
2025 Q4	$5.68M	Sell	99,991 -598	-0.6%	-$33.6K	2.75%	8
2025 Q3	$5.57M	Sell	100,589 -7,970	-7%	-$429K	2.76%	9
2025 Q2	$5.68M	Sell	108,559 -79,278	-42%	-$3.96M	3.14%	7
2025 Q1	$9.59M	Buy	187,837 +2,454	+1%	+$127K	5.14%	5
2024 Q4	$9.48M	Buy	185,383 +4,480	+2%	+$238K	4.92%	6
2024 Q3	$9.56M	Sell	180,903 -124,561	-41%	-$6.34M	5.07%	6
2024 Q2	$14.9M	Buy	+305,464	New	+$14.9M	8.55%	3

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

Sterling Group Wealth Management's SPYV Position: Q2 2026 in Review

Sterling Group Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 9.6% in Q2 2026, selling an estimated $558K and leaving 88,092 shares worth $5.36M. The position accounts for 2.2% of the portfolio, ranked #10.

Sterling Group Wealth Management first reported a position in SPYV in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.9M in Q2 2024. 1,216 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Sterling Group Wealth Management held 88,092 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $5.36M as of Q2 2026.
Sterling Group Wealth Management sold 9,330 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $558K.
State Street SPDR Portfolio S&P 500 Value ETF made up 2.2% of Sterling Group Wealth Management's portfolio in Q2 2026, its #10 holding.
Sterling Group Wealth Management 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.
Sterling Group Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $14.9M in Q2 2024.
1,216 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.