J. M. Brown & Associates Inc.’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

J. M. Brown & Associates Inc.’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	$907K	Buy	+14,928	New	+$893K	0.52%	57

Other funds holding SPYV

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

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

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

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

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

J. M. Brown & Associates Inc.'s SPYV Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 14,928 shares worth $907K. The stake represents 0.52% of the portfolio and ranks #57 among its holdings.

409 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

J. M. Brown & Associates Inc. held 14,928 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $907K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.52% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #57 holding.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.