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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$40.6K Buy
667
+3
+0.5% +$180 0.01% 237
2026
Q1
$37.6K Buy
664
+2
+0.3% +$116 0.01% 235
2025
Q4
$37.6K Buy
662
+4
+0.6% +$225 0.01% 223
2025
Q3
$36.4K Buy
658
+3
+0.5% +$162 0.01% 221
2025
Q2
$34.3K Buy
655
+77
+13% +$3.85K 0.01% 254
2025
Q1
$29.5K Buy
+578
New +$30K 0.01% 237

Other funds holding SPYV

VSM Wealth Advisory's SPYV Position: Q2 2026 in Review

VSM Wealth Advisory increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.45% in Q2 2026, buying an estimated $180 and bringing the position to 667 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #237.

VSM Wealth Advisory first reported a position in SPYV in Q1 2025 and has held it in 6 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • VSM Wealth Advisory held 667 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $40.6K as of Q2 2026.
  • VSM Wealth Advisory bought 3 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $180.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #237 holding.
  • VSM Wealth Advisory first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2025 and has held it in 6 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 VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.