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

Valeo 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	$203K	Buy	+3,341	New	+$200K	﹤0.01%	761
2021 Q2	–	Sell	-538	Closed	-$20K	–	1644
2021 Q1	$20K	Sell	538 -848	-61%	-$30.7K	﹤0.01%	1160
2020 Q4	$48K	Buy	+1,386	New	+$45K	﹤0.01%	795
2020 Q3	–	Sell	-992	Closed	-$29K	–	2085
2020 Q2	$29K	Hold	992	–	–	﹤0.01%	932
2020 Q1	$27K	Buy	+992	New	+$31.7K	﹤0.01%	798
2019 Q4	–	Sell	-10	Closed	-$334	–	1712
2019 Q3	$0	Sell	10 -111	-92%	-$3.49K	﹤0.01%	1663
2019 Q2	$4K	Hold	121	–	–	﹤0.01%	1289
2019 Q1	$4K	Buy	+121	New	+$3.57K	﹤0.01%	1253

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

Valeo Financial Advisors opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 3,341 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #761 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in SPYV as recently as Q1 2021.

Valeo Financial Advisors first reported a position in SPYV in Q1 2019 and has held it in 8 quarters since. 267 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Valeo Financial Advisors held 3,341 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $203K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new Valeo Financial Advisors position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #761 holding.
Valeo Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2019 and has held it in 8 quarters since.
267 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.