VCA
SPYV icon

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

Verdence Capital 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 		$1.18M Buy
19,383
+302
+2% +$18.1K 0.06% 269
2026
Q1 		$1.08M Sell
19,081
-5,943
-24% -$345K 0.06% 273
2025
Q4 		$1.42M Sell
25,024
-6,908
-22% -$388K 0.08% 222
2025
Q3 		$1.81M Buy
31,932
+14,128
+79% +$761K 0.1% 192
2025
Q2 		$932K Sell
17,804
-4,306
-19% -$215K 0.06% 274
2025
Q1 		$1.13M Sell
22,110
-417
-2% -$21.6K 0.09% 228
2024
Q4 		$1.15M Sell
22,527
-16,419
-42% -$874K 0.09% 232
2024
Q3 		$2.06M Buy
38,946
+5,572
+17% +$284K 0.16% 161
2024
Q2 		$1.63M Buy
+33,374
New +$1.63M 0.14% 176

Other funds holding SPYV

CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
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

Verdence Capital Advisors's SPYV Position: Q2 2026 in Review

Verdence Capital Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.6% in Q2 2026, buying an estimated $18.1K and bringing the position to 19,383 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #269.

Verdence Capital Advisors first reported a position in SPYV in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.06M in Q3 2024. 644 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Verdence Capital Advisors held 19,383 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.18M as of Q2 2026.
  • Verdence Capital Advisors bought 302 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $18.1K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.06% of Verdence Capital Advisors's portfolio in Q2 2026, its #269 holding.
  • Verdence Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 9 quarters since.
  • Verdence Capital Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.06M in Q3 2024.
  • 644 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.