United Advisor Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

United Advisor Group’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	$6.05M	Buy	99,573 +7,396	+8%	+$443K	0.64%	35
2026 Q1	$5.22M	Buy	92,177 +13,866	+18%	+$804K	0.64%	33
2025 Q4	$4.45M	Buy	78,311 +3,069	+4%	+$172K	0.55%	41
2025 Q3	$4.16M	Sell	75,242 -4,005	-5%	-$216K	0.56%	43
2025 Q2	$4.15M	Buy	79,247 +27,582	+53%	+$1.38M	0.72%	33
2025 Q1	$2.64M	Buy	51,665 +9,101	+21%	+$472K	0.54%	46
2024 Q4	$2.18M	Buy	+42,564	New	+$2.26M	0.43%	59
2024 Q2	–	Sell	-4,560	Closed	-$228K	–	279
2024 Q1	$228K	Buy	+4,560	New	+$217K	0.09%	194

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

United Advisor Group's SPYV Position: Q2 2026 in Review

United Advisor Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 8% in Q2 2026, buying an estimated $443K and bringing the position to 99,573 shares worth $6.05M. The position accounts for 0.64% of the portfolio, ranked #35.

United Advisor Group first reported a position in SPYV in Q1 2024 and has held it in 8 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

United Advisor Group held 99,573 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $6.05M as of Q2 2026.
United Advisor Group bought 7,396 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $443K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.64% of United Advisor Group's portfolio in Q2 2026, its #35 holding.
United Advisor Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 8 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 United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.