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

Team Financial 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	–	Sell	-281	Closed	-$15.9K	–	222
2026 Q1	$15.9K	Buy	281 +1	+0.4%	+$58	0.01%	175
2025 Q4	$15.9K	Buy	280 +2	+0.7%	+$112	0.01%	163
2025 Q3	$15.4K	Buy	278 +1	+0.4%	+$54	0.01%	158
2025 Q2	$14.5K	Buy	+277	New	+$13.8K	0.01%	152
2024 Q1	–	Sell	-643	Closed	-$30K	–	186
2023 Q4	$30K	Buy	643 +579	+905%	+$25K	0.02%	85
2023 Q3	$26.4K	Buy	+64	New	+$2.77K	0.02%	85

Other funds holding SPYV

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Team Financial Group's SPYV Position: Q2 2026 in Review

Team Financial Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026, closing a stake of 281 shares — an estimated $15.9K sold.

Team Financial Group first reported a position in SPYV in Q3 2023 and held it in 6 quarters. The position peaked at $30K in Q4 2023. 409 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Team Financial Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 281 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $15.9K.
Team Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2023 and held it in 6 quarters.
Team Financial Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $30K in Q4 2023.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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