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 Q2	$210K	Hold	3,450	–	–	0.03%	165
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 $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

Topsail Wealth Management's SPYV Position: Q2 2026 in Review

Topsail Wealth Management held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 3,450 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #165.

Topsail Wealth Management first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Topsail Wealth Management held 3,450 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $210K as of Q2 2026.
Topsail Wealth Management left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Topsail Wealth Management's portfolio in Q2 2026, its #165 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 7 quarters since.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.