VWA
SPYV icon

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

Valued Wealth 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 		$7.54K Hold
124
– – ﹤0.01% 360
2026
Q1 		$7.02K Hold
124
– – ﹤0.01% 338
2025
Q4 		$7.04K Sell
124
-50
-29% -$2.81K ﹤0.01% 256
2025
Q3 		$9.63K Hold
174
– – ﹤0.01% 225
2025
Q2 		$9.11K Hold
174
– – ﹤0.01% 223
2025
Q1 		$8.89K Sell
174
-205
-54% -$10.6K 0.01% 243
2024
Q4 		$19.4K Buy
+379
New +$20.2K 0.01% 163

Other funds holding SPYV

Wealth Enhancement Advisory Services
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
BB
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
KW
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

Valued Wealth Advisors's SPYV Position: Q2 2026 in Review

Valued Wealth Advisors held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 124 shares worth $7.54K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Valued Wealth Advisors first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.4K in Q4 2024. 409 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Valued Wealth Advisors held 124 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $7.54K as of Q2 2026.
  • Valued Wealth Advisors left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #360 holding.
  • Valued Wealth 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.
  • Valued Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $19.4K in Q4 2024.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.