Thrive Capital Management (Pennsylvania)’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Thrive Capital Management (Pennsylvania)’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	$259K	Buy	+4,265	New	+$255K	0.05%	155
2025 Q4	–	Sell	-7,518	Closed	-$416K	–	183
2025 Q3	$416K	Buy	7,518 +1,206	+19%	+$64.9K	0.11%	136
2025 Q2	$330K	Buy	+6,312	New	+$315K	0.1%	142
2024 Q4	–	Sell	-6,523	Closed	-$345K	–	164
2024 Q3	$345K	Sell	6,523 -471	-7%	-$24K	0.16%	142
2024 Q2	$341K	Buy	+6,994	New	+$342K	0.16%	151
2024 Q1	–	Sell	-6,262	Closed	-$292K	–	198
2023 Q4	$292K	Sell	6,262 -4,139	-40%	-$179K	0.16%	102
2023 Q3	$429K	Buy	10,401 +3,216	+45%	+$139K	0.24%	69
2023 Q2	$310K	Sell	7,185 -188	-3%	-$7.76K	0.18%	92
2023 Q1	$296K	Buy	7,373 +1,327	+22%	+$53.8K	0.19%	91
2022 Q4	$235K	Sell	6,046 -900	-13%	-$34.5K	0.15%	101
2022 Q3	$240K	Sell	6,946 -369	-5%	-$14K	0.16%	96
2022 Q2	$269K	Buy	7,315 +12	+0.2%	+$475	0.19%	86
2022 Q1	$305K	Sell	7,303 -259	-3%	-$10.7K	0.18%	72
2021 Q4	$318K	Buy	7,562 +806	+12%	+$32.9K	0.21%	82
2021 Q3	$263K	Buy	6,756 +8	+0.1%	+$319	0.19%	94
2021 Q2	$267K	Sell	6,748 -3,462	-34%	-$137K	0.21%	99
2021 Q1	$387K	Buy	+10,210	New	+$369K	0.36%	70

Other funds holding SPYV

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

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Thrive Capital Management (Pennsylvania)'s SPYV Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 4,265 shares worth $259K. The stake represents 0.05% of the portfolio and ranks #155 among its holdings. This is a return to the name: Thrive Capital Management (Pennsylvania) previously reported a position in SPYV as recently as Q3 2025.

Thrive Capital Management (Pennsylvania) first reported a position in SPYV in Q1 2021 and has held it in 17 quarters since. The position peaked at $429K in Q3 2023. 835 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Thrive Capital Management (Pennsylvania) held 4,265 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $259K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new Thrive Capital Management (Pennsylvania) position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.05% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #155 holding.
Thrive Capital Management (Pennsylvania) first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2021 and has held it in 17 quarters since.
Thrive Capital Management (Pennsylvania)'s State Street SPDR Portfolio S&P 500 Value ETF position peaked at $429K in Q3 2023.
835 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.