VisionPoint Advisory Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

VisionPoint Advisory Group’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	$3.51M	Buy	57,705 +15,822	+38%	+$947K	0.57%	42
2026 Q1	$2.37M	Buy	41,883 +8,742	+26%	+$507K	0.45%	57
2025 Q4	$1.88M	Buy	33,141 +11,564	+54%	+$650K	0.37%	75
2025 Q3	$1.19M	Buy	21,577 +11,280	+110%	+$607K	0.24%	105
2025 Q2	$539K	Buy	+10,297	New	+$515K	0.12%	180
2025 Q1	–	Sell	-7,718	Closed	-$393K	–	296
2024 Q4	$393K	Buy	7,718 +2,614	+51%	+$139K	0.13%	122
2024 Q3	$270K	Buy	5,104 +3,333	+188%	+$170K	0.09%	149
2024 Q2	$86.3K	Buy	+1,771	New	+$86.6K	0.03%	222
2024 Q1	–	Sell	-206	Closed	-$9.61K	–	860
2023 Q4	$9.61K	Sell	206 -10,683	-98%	-$461K	﹤0.01%	426
2023 Q3	$449K	Buy	10,889 +10,683	+5,186%	+$463K	0.19%	95
2023 Q2	$8.9K	Buy	+206	New	+$8.51K	﹤0.01%	412

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

VisionPoint Advisory Group's SPYV Position: Q2 2026 in Review

VisionPoint Advisory Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 38% in Q2 2026, buying an estimated $947K and bringing the position to 57,705 shares worth $3.51M. The position accounts for 0.57% of the portfolio, ranked #42.

VisionPoint Advisory Group first reported a position in SPYV in Q2 2023 and has held it in 11 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

VisionPoint Advisory Group held 57,705 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.51M as of Q2 2026.
VisionPoint Advisory Group bought 15,822 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $947K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.57% of VisionPoint Advisory Group's portfolio in Q2 2026, its #42 holding.
VisionPoint Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and has held it in 11 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.