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Stonebridge Financial Planning Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Stonebridge Financial Planning Group’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 		$222K Hold
3,652
– – 0.07% 173
2026
Q1 		$207K Hold
3,652
– – 0.08% 170
2025
Q4 		$207K Hold
3,652
– – 0.07% 165
2025
Q3 		$202K Buy
+3,652
New +$197K 0.08% 170

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

Stonebridge Financial Planning Group's SPYV Position: Q2 2026 in Review

Stonebridge Financial Planning Group held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 3,652 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #173.

Stonebridge Financial Planning Group first reported a position in SPYV in Q3 2025 and has held it in 4 quarters since. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Stonebridge Financial Planning Group held 3,652 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $222K as of Q2 2026.
  • Stonebridge Financial Planning Group left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.07% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #173 holding.
  • Stonebridge Financial Planning Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.