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SPYV icon

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

Stone Summit 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 		$9.25M Buy
152,106
+3,209
+2% +$192K 2.35% 9
2026
Q1 		$8.42M Buy
148,897
+8,384
+6% +$486K 2.34% 10
2025
Q4 		$7.98M Buy
140,513
+3,697
+3% +$208K 2.17% 11
2025
Q3 		$7.57M Sell
136,816
-37,543
-22% -$2.02M 2.15% 11
2025
Q2 		$9.13M Sell
174,359
-17,838
-9% -$891K 2.83% 3
2025
Q1 		$9.82M Sell
192,197
-3,314
-2% -$172K 3.33% 3
2024
Q4 		$10M Sell
195,511
-9,788
-5% -$521K 3.36% 3
2024
Q3 		$10.9M Buy
205,299
+3,233
+2% +$165K 3.5% 3
2024
Q2 		$9.85M Buy
202,066
+2,968
+1% +$145K 3.53% 3
2024
Q1 		$9.97M Buy
199,098
+8,479
+4% +$404K 3.47% 3
2023
Q4 		$8.89M Buy
190,619
+5,427
+3% +$234K 3.41% 3
2023
Q3 		$7.64M Buy
185,192
+3,222
+2% +$140K 3.28% 3
2023
Q2 		$7.86M Buy
181,970
+3,555
+2% +$147K 3.26% 4
2023
Q1 		$7.27M Buy
178,415
+19,424
+12% +$787K 3.23% 4
2022
Q4 		$6.18M Buy
158,991
+41,232
+35% +$1.58M 3.03% 4
2022
Q3 		$4.06M Buy
117,759
+11,025
+10% +$418K 2.5% 5
2022
Q2 		$3.93M Buy
106,734
+22,203
+26% +$879K 2.35% 5
2022
Q1 		$3.54M Buy
84,531
+4,673
+6% +$193K 1.99% 8
2021
Q4 		$3.35M Buy
+79,858
New +$3.26M 2.72% 5

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

Stone Summit Wealth's SPYV Position: Q2 2026 in Review

Stone Summit Wealth increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.2% in Q2 2026, buying an estimated $192K and bringing the position to 152,106 shares worth $9.25M. The position accounts for 2.35% of the portfolio, ranked #9.

Stone Summit Wealth first reported a position in SPYV in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.9M in Q3 2024. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Stone Summit Wealth held 152,106 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $9.25M as of Q2 2026.
  • Stone Summit Wealth bought 3,209 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $192K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 2.35% of Stone Summit Wealth's portfolio in Q2 2026, its #9 holding.
  • Stone Summit Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Stone Summit Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $10.9M 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 Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.