Summit Wealth Group (Colorado)’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Summit Wealth Group (Colorado)’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	$432K	Buy	7,105 +301	+4%	+$18K	0.04%	237
2026 Q1	$385K	Hold	6,804	–	–	0.04%	215
2025 Q4	$387K	Buy	+6,804	New	+$382K	0.05%	179
2025 Q3	–	Sell	-5,285	Closed	-$277K	–	430
2025 Q2	$277K	Buy	+5,285	New	+$264K	0.07%	191

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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SPYV Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.4% in Q2 2026, buying an estimated $18K and bringing the position to 7,105 shares worth $432K. The position accounts for 0.04% of the portfolio, ranked #237.

Summit Wealth Group (Colorado) first reported a position in SPYV in Q2 2025 and has held it in 4 quarters since. 546 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Summit Wealth Group (Colorado) held 7,105 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $432K as of Q2 2026.
Summit Wealth Group (Colorado) bought 301 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $18K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #237 holding.
Summit Wealth Group (Colorado) first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 4 quarters since.
546 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.