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

Strategic Blueprint’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 		$300K Sell
4,928
-385
-7% -$23K 0.02% 569
2026
Q1 		$301K Sell
5,313
-2,572
-33% -$149K 0.02% 529
2025
Q4 		$448K Sell
7,885
-1,802
-19% -$101K 0.03% 424
2025
Q3 		$536K Buy
9,687
+278
+3% +$15K 0.02% 469
2025
Q2 		$492K Sell
9,409
-725
-7% -$36.2K 0.02% 448
2025
Q1 		$518K Buy
10,134
+1,156
+13% +$60K 0.03% 427
2024
Q4 		$459K Sell
8,978
-154
-2% -$8.19K 0.03% 424
2024
Q3 		$483K Sell
9,132
-60
-0.7% -$3.05K 0.03% 404
2024
Q2 		$448K Sell
9,192
-364
-4% -$17.8K 0.03% 398
2024
Q1 		$479K Buy
9,556
+1,610
+20% +$76.8K 0.03% 392
2023
Q4 		$371K Sell
7,946
-108
-1% -$4.66K 0.03% 405
2023
Q3 		$332K Buy
8,054
+300
+4% +$13K 0.03% 396
2023
Q2 		$335K Sell
7,754
-126
-2% -$5.2K 0.03% 391
2023
Q1 		$321K Buy
7,880
+204
+3% +$8.27K 0.03% 393
2022
Q4 		$299K Buy
7,676
+1,538
+25% +$58.9K 0.03% 398
2022
Q3 		$212K Sell
6,138
-1,033
-14% -$39.2K 0.03% 461
2022
Q2 		$264K Sell
7,171
-4,361
-38% -$173K 0.03% 405
2022
Q1 		$481K Buy
11,532
+1,570
+16% +$64.8K 0.06% 289
2021
Q4 		$418K Buy
9,962
+2,620
+36% +$107K 0.05% 299
2021
Q3 		$286K Buy
7,342
+998
+16% +$39.9K 0.04% 344
2021
Q2 		$251K Buy
+6,344
New +$251K 0.04% 335

Other funds holding SPYV

CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Strategic Blueprint's SPYV Position: Q2 2026 in Review

Strategic Blueprint reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 7.2% in Q2 2026, selling an estimated $23K and leaving 4,928 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #569.

Strategic Blueprint first reported a position in SPYV in Q2 2021 and has held it in 21 quarters since. The position peaked at $536K in Q3 2025. 615 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Strategic Blueprint held 4,928 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $300K as of Q2 2026.
  • Strategic Blueprint sold 385 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $23K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Strategic Blueprint's portfolio in Q2 2026, its #569 holding.
  • Strategic Blueprint first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2021 and has held it in 21 quarters since.
  • Strategic Blueprint's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $536K in Q3 2025.
  • 615 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.