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

Tyler-Stone 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
2025 Q2	$3.94M	Sell	75,299 -1,205	-2%	-$60.2K	0.63%	34
2025 Q1	$3.91M	Buy	76,504 +578	+0.8%	+$30K	0.7%	32
2024 Q4	$3.88M	Sell	75,926 -667	-0.9%	-$35.5K	0.69%	30
2024 Q3	$4.05M	Buy	76,593 +39,180	+105%	+$1.99M	0.76%	29
2024 Q2	$1.82M	Sell	37,413 -695	-2%	-$34K	0.75%	28
2024 Q1	$1.91M	Sell	38,108 -236	-0.6%	-$11.3K	0.85%	25
2023 Q4	$1.79M	Sell	38,344 -398	-1%	-$17.2K	0.9%	26
2023 Q3	$1.6M	Sell	38,742 -357	-0.9%	-$15.5K	0.91%	26
2023 Q2	$1.69M	Buy	+39,099	New	+$1.61M	0.95%	24
2022 Q4	$1.54M	Buy	39,685 +26,385	+198%	+$1.01M	1.05%	22
2022 Q3	$459K	Hold	13,300	–	–	0.35%	63
2022 Q2	$490K	Hold	13,300	–	–	0.33%	68
2022 Q1	$555K	Hold	13,300	–	–	0.31%	72
2021 Q4	$559K	Buy	+13,300	New	+$543K	0.3%	74

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Tyler-Stone Wealth Management's SPYV Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.6% in Q2 2025, selling an estimated $60.2K and leaving 75,299 shares worth $3.94M. The position accounts for 0.63% of the portfolio, ranked #34.

Tyler-Stone Wealth Management first reported a position in SPYV in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.05M in Q3 2024. 1,047 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

Tyler-Stone Wealth Management held 75,299 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.94M as of Q2 2025.
Tyler-Stone Wealth Management sold 1,205 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2025, an estimated $60.2K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.63% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #34 holding.
Tyler-Stone Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.05M in Q3 2024.
1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.