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

Tempus Wealth Planning’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	$1.31M	Buy	21,611 +741	+4%	+$44.3K	0.26%	104
2026 Q1	$1.18M	Sell	20,870 -377	-2%	-$21.9K	0.27%	108
2025 Q4	$1.21M	Buy	21,247 +322	+2%	+$18.1K	0.28%	98
2025 Q3	$1.16M	Buy	20,925 +6,851	+49%	+$369K	0.27%	99
2025 Q2	$737K	Sell	14,074 -1,042	-7%	-$52.1K	0.18%	129
2025 Q1	$772K	Hold	15,116	–	–	0.23%	116
2024 Q4	$773K	Sell	15,116 -885	-6%	-$47.1K	0.24%	108
2024 Q3	$846K	Buy	16,001 +362	+2%	+$18.4K	0.31%	88
2024 Q2	$762K	Sell	15,639 -1,055	-6%	-$51.6K	0.32%	86
2024 Q1	$836K	Buy	+16,694	New	+$796K	0.37%	78

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tempus Wealth Planning's SPYV Position: Q2 2026 in Review

Tempus Wealth Planning increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.6% in Q2 2026, buying an estimated $44.3K and bringing the position to 21,611 shares worth $1.31M. The position accounts for 0.26% of the portfolio, ranked #104.

Tempus Wealth Planning first reported a position in SPYV in Q1 2024 and has held it in 10 quarters since. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Tempus Wealth Planning held 21,611 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.31M as of Q2 2026.
Tempus Wealth Planning bought 741 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $44.3K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.26% of Tempus Wealth Planning's portfolio in Q2 2026, its #104 holding.
Tempus Wealth Planning first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 10 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 Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.