Uptown Financial Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Uptown Financial Advisors’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	$9.99M	Buy	164,321 +2,435	+2%	+$146K	6.58%	5
2026 Q1	$9.16M	Buy	161,886 +16,489	+11%	+$957K	7.28%	4
2025 Q4	$8.26M	Sell	145,397 -1,061	-0.7%	-$59.6K	5.92%	5
2025 Q3	$8.1M	Buy	146,458 +4,314	+3%	+$232K	6.68%	4
2025 Q2	$7.44M	Buy	142,144 +12,686	+10%	+$634K	6.37%	4
2025 Q1	$6.61M	Buy	129,458 +2,825	+2%	+$147K	6.75%	4
2024 Q4	$6.48M	Buy	+126,633	New	+$6.74M	6.98%	4

Other funds holding SPYV

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

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

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Uptown Financial Advisors's SPYV Position: Q2 2026 in Review

Uptown Financial Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.5% in Q2 2026, buying an estimated $146K and bringing the position to 164,321 shares worth $9.99M. The position accounts for 6.58% of the portfolio, ranked #5.

Uptown Financial Advisors first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. 313 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Uptown Financial Advisors held 164,321 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $9.99M as of Q2 2026.
Uptown Financial Advisors bought 2,435 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $146K.
State Street SPDR Portfolio S&P 500 Value ETF made up 6.58% of Uptown Financial Advisors's portfolio in Q2 2026, its #5 holding.
Uptown Financial Advisors 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.
313 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.