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

Vance Wealth’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	$2.85M	Sell	46,829 -1,670	-3%	-$99.9K	0.64%	36
2026 Q1	$2.74M	Sell	48,499 -644	-1%	-$37.4K	0.79%	32
2025 Q4	$2.79M	Sell	49,143 -1,725	-3%	-$96.9K	0.83%	29
2025 Q3	$2.81M	Sell	50,868 -2,060	-4%	-$111K	0.87%	28
2025 Q2	$2.77M	Sell	52,928 -4,614	-8%	-$231K	0.93%	25
2025 Q1	$2.94M	Sell	57,542 -4,555	-7%	-$236K	1.1%	18
2024 Q4	$3.18M	Sell	62,097 -1,462	-2%	-$77.8K	1.23%	17
2024 Q3	$3.36M	Sell	63,559 -7,369	-10%	-$375K	1.27%	16
2024 Q2	$3.46M	Sell	70,928 -5,571	-7%	-$272K	1.42%	15
2024 Q1	$3.83M	Buy	76,499 +21	+0%	+$1K	1.53%	16
2023 Q4	$3.57M	Buy	76,478 +8,510	+13%	+$367K	1.55%	16
2023 Q3	$2.8M	Sell	67,968 -2,344	-3%	-$102K	1.31%	21
2023 Q2	$3.04M	Buy	70,312 +30,321	+76%	+$1.25M	1.38%	20
2023 Q1	$1.63M	Buy	39,991 +9,657	+32%	+$391K	0.87%	27
2022 Q4	$1.18M	Buy	+30,334	New	+$1.16M	0.74%	30

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

Vance Wealth's SPYV Position: Q2 2026 in Review

Vance Wealth reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.4% in Q2 2026, selling an estimated $99.9K and leaving 46,829 shares worth $2.85M. The position accounts for 0.64% of the portfolio, ranked #36.

Vance Wealth first reported a position in SPYV in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.83M in Q1 2024. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Vance Wealth held 46,829 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.85M as of Q2 2026.
Vance Wealth sold 1,670 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $99.9K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.64% of Vance Wealth's portfolio in Q2 2026, its #36 holding.
Vance Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
Vance Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $3.83M in Q1 2024.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.