Venture Visionary Partners’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Venture Visionary Partners’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	$327K	Buy	5,377 +286	+6%	+$17.1K	0.01%	552
2026 Q1	$288K	Sell	5,091 -2,067	-29%	-$120K	0.01%	524
2025 Q4	$407K	Sell	7,158 -240	-3%	-$13.5K	0.01%	469
2025 Q3	$409K	Sell	7,398 -128,504	-95%	-$6.92M	0.01%	460
2025 Q2	$7.11M	Buy	135,902 +5,610	+4%	+$280K	0.27%	96
2025 Q1	$6.65M	Buy	130,292 +126,221	+3,100%	+$6.55M	0.28%	97
2024 Q4	$208K	Sell	4,071 -659	-14%	-$35.1K	0.01%	513
2024 Q3	$250K	Sell	4,730 -96	-2%	-$4.89K	0.01%	486
2024 Q2	$235K	Sell	4,826 -47	-1%	-$2.3K	0.01%	500
2024 Q1	$244K	Buy	4,873 +3	+0.1%	+$143	0.01%	489
2023 Q4	$227K	Buy	4,870 +3	+0.1%	+$129	0.01%	471
2023 Q3	$201K	Sell	4,867 -58	-1%	-$2.51K	0.01%	469
2023 Q2	$213K	Sell	4,925 -345	-7%	-$14.2K	0.01%	475
2023 Q1	$215K	Hold	5,270	–	–	0.01%	460
2022 Q4	$205K	Buy	+5,270	New	+$202K	0.01%	448
2022 Q3	–	Sell	-1,593	Closed	-$58.7K	–	1397
2022 Q2	$58.7K	Buy	+1,593	New	+$63.1K	﹤0.01%	753

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

Venture Visionary Partners's SPYV Position: Q2 2026 in Review

Venture Visionary Partners increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5.6% in Q2 2026, buying an estimated $17.1K and bringing the position to 5,377 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #552.

Venture Visionary Partners first reported a position in SPYV in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.11M in Q2 2025. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Venture Visionary Partners held 5,377 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $327K as of Q2 2026.
Venture Visionary Partners bought 286 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $17.1K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Venture Visionary Partners's portfolio in Q2 2026, its #552 holding.
Venture Visionary Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and has held it in 16 quarters since.
Venture Visionary Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $7.11M in Q2 2025.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.