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 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 $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sterling Group Wealth Management's SPYV Position: Q1 2026 in Review

Sterling Group Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.6% in Q1 2026, selling an estimated $149K and leaving 97,422 shares worth $5.51M. The position accounts for 2.61% of the portfolio, ranked #9.

Sterling Group Wealth Management first reported a position in SPYV in Q2 2024 and has held it in 8 quarters since. The position peaked at $14.9M in Q2 2024. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Sterling Group Wealth Management held 97,422 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $5.51M as of Q1 2026.
Sterling Group Wealth Management sold 2,569 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $149K.
State Street SPDR Portfolio S&P 500 Value ETF made up 2.61% of Sterling Group Wealth Management's portfolio in Q1 2026, its #9 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 8 quarters since.
Sterling Group Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $14.9M in Q2 2024.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.