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

Vertex Planning 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	$6.55M	Buy	107,805 +52,009	+93%	+$3.11M	0.97%	23
2026 Q1	$3.16M	Buy	55,796 +831	+2%	+$48.2K	0.61%	33
2025 Q4	$3.12M	Buy	54,965 +64	+0.1%	+$3.6K	0.73%	31
2025 Q3	$3.04M	Buy	54,901 +642	+1%	+$34.6K	0.58%	39
2025 Q2	$2.84M	Buy	54,259 +694	+1%	+$34.7K	0.59%	39
2025 Q1	$2.74M	Sell	53,565 -310	-0.6%	-$16.1K	0.6%	33
2024 Q4	$2.76M	Buy	53,875 +342	+0.6%	+$18.2K	0.61%	34
2024 Q3	$2.83M	Buy	53,533 +423	+0.8%	+$21.5K	0.68%	27
2024 Q2	$2.59M	Buy	53,110 +884	+2%	+$43.2K	0.67%	25
2024 Q1	$2.62M	Buy	52,226 +1,732	+3%	+$82.6K	0.72%	22
2023 Q4	$2.35M	Buy	50,494 +7,469	+17%	+$322K	0.7%	20
2023 Q3	$1.78M	Buy	43,025 +2,482	+6%	+$107K	0.61%	22
2023 Q2	$1.75M	Buy	40,543 +2,394	+6%	+$98.9K	0.6%	25
2023 Q1	$1.55M	Sell	38,149 -34,287	-47%	-$1.39M	0.58%	28
2022 Q4	$2.82M	Buy	+72,436	New	+$2.77M	1.1%	15

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

Vertex Planning Partners's SPYV Position: Q2 2026 in Review

Vertex Planning Partners increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 93% in Q2 2026, buying an estimated $3.11M and bringing the position to 107,805 shares worth $6.55M. The position accounts for 0.97% of the portfolio, ranked #23.

Vertex Planning Partners first reported a position in SPYV in Q4 2022 and has held it in 15 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Vertex Planning Partners held 107,805 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $6.55M as of Q2 2026.
Vertex Planning Partners bought 52,009 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $3.11M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.97% of Vertex Planning Partners's portfolio in Q2 2026, its #23 holding.
Vertex Planning Partners 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.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.