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

Topsail Wealth Management’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 Q1	$195K	Buy	3,450 +175	+5%	+$10.2K	0.03%	171
2025 Q4	$186K	Hold	3,275	–	–	0.03%	163
2025 Q3	$181K	Hold	3,275	–	–	0.03%	159
2025 Q2	$171K	Hold	3,275	–	–	0.03%	151
2025 Q1	$167K	Buy	3,275 +300	+10%	+$15.6K	0.03%	141
2024 Q4	$152K	Buy	+2,975	New	+$158K	0.03%	128

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Topsail Wealth Management's SPYV Position: Q1 2026 in Review

Topsail Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5.3% in Q1 2026, buying an estimated $10.2K and bringing the position to 3,450 shares worth $195K. The position accounts for 0.03% of the portfolio, ranked #171.

Topsail Wealth Management first reported a position in SPYV in Q4 2024 and has held it in 6 quarters since. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Topsail Wealth Management held 3,450 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $195K as of Q1 2026.
Topsail Wealth Management bought 175 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $10.2K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Topsail Wealth Management's portfolio in Q1 2026, its #171 holding.
Topsail Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.