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

Vawter Financial’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	$386K	Hold	6,354	–	–	0.15%	82
2026 Q1	$360K	Hold	6,354	–	–	0.15%	78
2025 Q4	$361K	Sell	6,354 -128	-2%	-$7.19K	0.15%	81
2025 Q3	$359K	Buy	+6,482	New	+$349K	0.16%	80
2025 Q2	–	Sell	-6,511	Closed	-$333K	–	93
2025 Q1	$333K	Sell	6,511 -90	-1%	-$4.67K	0.19%	75
2024 Q4	$338K	Sell	6,601 -40	-0.6%	-$2.13K	0.2%	71
2024 Q3	$351K	Hold	6,641	–	–	0.21%	68
2024 Q2	$324K	Sell	6,641 -224	-3%	-$10.9K	0.22%	64
2024 Q1	$344K	Sell	6,865 -80	-1%	-$3.81K	0.25%	56
2023 Q4	$324K	Sell	6,945 -1,440	-17%	-$62.1K	0.25%	51
2023 Q3	$346K	Sell	8,385 -73	-0.9%	-$3.16K	0.39%	45
2023 Q2	$365K	Buy	+8,458	New	+$349K	0.32%	48

Other funds holding SPYV

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

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

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Vawter Financial's SPYV Position: Q2 2026 in Review

Vawter Financial held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 6,354 shares worth $386K. The position accounts for 0.15% of the portfolio, ranked #82.

Vawter Financial first reported a position in SPYV in Q2 2023 and has held it in 12 quarters since. 582 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Vawter Financial held 6,354 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $386K as of Q2 2026.
Vawter Financial 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 0.15% of Vawter Financial's portfolio in Q2 2026, its #82 holding.
Vawter Financial first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and has held it in 12 quarters since.
582 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.