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

Towerpoint Wealth’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	$1.3M	Buy	21,375 +88	+0.4%	+$5.27K	0.45%	41
2026 Q1	$1.2M	Sell	21,287 -100	-0.5%	-$5.8K	0.49%	40
2025 Q4	$1.22M	Buy	21,387 +109	+0.5%	+$6.12K	0.48%	39
2025 Q3	$1.18M	Sell	21,278 -28	-0.1%	-$1.51K	0.48%	39
2025 Q2	$1.12M	Sell	21,306 -670	-3%	-$33.5K	0.49%	36
2025 Q1	$1.12M	Sell	21,976 -143	-0.6%	-$7.42K	0.56%	34
2024 Q4	$1.13M	Buy	22,119 +78	+0.4%	+$4.15K	0.55%	32
2024 Q3	$1.17M	Buy	22,041 +437	+2%	+$22.2K	0.55%	32
2024 Q2	$1.05M	Sell	21,604 -465	-2%	-$22.7K	0.53%	34
2024 Q1	$1.11M	Sell	22,069 -19	-0.1%	-$906	0.56%	31
2023 Q4	$1.03M	Buy	22,088 +751	+4%	+$32.4K	0.56%	31
2023 Q3	$880K	Sell	21,337 -106	-0.5%	-$4.59K	0.52%	31
2023 Q2	$926K	Sell	21,443 -121	-0.6%	-$5K	0.52%	32
2023 Q1	$878K	Sell	21,564 -1,972	-8%	-$79.9K	0.5%	34
2022 Q4	$915K	Sell	23,536 -26,059	-53%	-$998K	0.53%	35
2022 Q3	$1.71M	Buy	49,595 +2,816	+6%	+$107K	1.03%	24
2022 Q2	$1.72M	Buy	+46,779	New	+$1.85M	1.03%	25
2019 Q4	–	Sell	-4,248	Closed	-$136K	–	80
2019 Q3	$136K	Buy	+4,248	New	+$134K	0.09%	51

Other funds holding SPYV

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

OWA

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

BEI

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

MFG

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

ONB

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

SQA

Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return

ETC

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

Towerpoint Wealth's SPYV Position: Q2 2026 in Review

Towerpoint Wealth increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.41% in Q2 2026, buying an estimated $5.27K and bringing the position to 21,375 shares worth $1.3M. The position accounts for 0.45% of the portfolio, ranked #41.

Towerpoint Wealth first reported a position in SPYV in Q3 2019 and has held it in 18 quarters since. The position peaked at $1.72M in Q2 2022. 487 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Towerpoint Wealth held 21,375 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.3M as of Q2 2026.
Towerpoint Wealth bought 88 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $5.27K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.45% of Towerpoint Wealth's portfolio in Q2 2026, its #41 holding.
Towerpoint Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2019 and has held it in 18 quarters since.
Towerpoint Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.72M in Q2 2022.
487 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.