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

Vestia Personal Wealth 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	$687K	Sell	11,302 -16	-0.1%	-$958	0.27%	47
2026 Q1	$640K	Buy	11,318 +54	+0.5%	+$3.13K	0.3%	45
2025 Q4	$654K	Sell	11,264 -38	-0.3%	-$2.13K	0.33%	44
2025 Q3	$625K	Buy	11,302 +36	+0.3%	+$1.94K	0.36%	38
2025 Q2	$590K	Sell	11,266 -63	-0.6%	-$3.15K	0.4%	39
2025 Q1	$579K	Sell	11,329 -798	-7%	-$41.4K	0.46%	36
2024 Q4	$620K	Buy	12,127 +45	+0.4%	+$2.39K	0.51%	36
2024 Q3	$639K	Sell	12,082 -205	-2%	-$10.4K	0.6%	33
2024 Q2	$599K	Buy	+12,287	New	+$601K	0.64%	32

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

Vestia Personal Wealth Advisors's SPYV Position: Q2 2026 in Review

Vestia Personal Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.14% in Q2 2026, selling an estimated $958 and leaving 11,302 shares worth $687K. The position accounts for 0.27% of the portfolio, ranked #47.

Vestia Personal Wealth Advisors first reported a position in SPYV in Q2 2024 and has held it in 9 quarters since. 1,219 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Vestia Personal Wealth Advisors held 11,302 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $687K as of Q2 2026.
Vestia Personal Wealth Advisors sold 16 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $958.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.27% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #47 holding.
Vestia Personal Wealth 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.
1,219 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.