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

Wall Capital 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	$1.78M	Sell	29,230 -31	-0.1%	-$1.85K	1.45%	13
2026 Q1	$1.66M	Buy	29,261 +2,205	+8%	+$128K	1.77%	11
2025 Q4	$1.54M	Buy	+27,056	New	+$1.52M	1.46%	13
2023 Q4	$717K	Buy	15,387 +5,397	+54%	+$233K	0.81%	20
2023 Q3	$413K	Buy	9,990 +4,985	+100%	+$216K	0.59%	19
2023 Q2	$219K	Buy	+5,005	New	+$207K	0.24%	25
2023 Q1	–	Sell	-27,809	Closed	-$1.13M	–	34
2022 Q4	$1.13M	Buy	27,809 +6,376	+30%	+$244K	1.57%	11
2022 Q3	$751K	Buy	+21,433	New	+$813K	0.71%	14
2022 Q2	–	Sell	-4,315	Closed	-$180K	–	22
2022 Q1	$180K	Buy	+4,315	New	+$178K	0.07%	23

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

Wall Capital Group's SPYV Position: Q2 2026 in Review

Wall Capital Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.11% in Q2 2026, selling an estimated $1.85K and leaving 29,230 shares worth $1.78M. The position accounts for 1.45% of the portfolio, ranked #13.

Wall Capital Group first reported a position in SPYV in Q1 2022 and has held it in 9 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Wall Capital Group held 29,230 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.78M as of Q2 2026.
Wall Capital Group sold 31 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.85K.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.45% of Wall Capital Group's portfolio in Q2 2026, its #13 holding.
Wall Capital Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and has held it in 9 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 Wall Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.