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

Wallace 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	$908K	Buy	14,933 +3,963	+36%	+$237K	0.85%	27
2026 Q1	$621K	Sell	10,970 -1,083	-9%	-$62.8K	0.66%	32
2025 Q4	$685K	Buy	12,053 +460	+4%	+$25.8K	0.72%	32
2025 Q3	$607K	Buy	11,593 +326	+3%	+$17.6K	0.49%	55
2025 Q2	$575K	Buy	11,267 +143	+1%	+$7.15K	0.42%	65
2025 Q1	$569K	Sell	11,124 -1,634	-13%	-$84.7K	0.39%	71
2024 Q4	$674K	Sell	12,758 -723	-5%	-$38.5K	0.47%	55
2024 Q3	$657K	Hold	13,481	–	–	0.48%	47
2024 Q2	$657K	Buy	13,481 +2,964	+28%	+$145K	0.47%	47
2024 Q1	$490K	Sell	10,517 -1,019	-9%	-$48.6K	0.37%	74
2023 Q4	$476K	Sell	11,536 -68	-0.6%	-$2.93K	0.37%	67
2023 Q3	$501K	Sell	11,604 -272	-2%	-$11.8K	0.36%	71
2023 Q2	$484K	Hold	11,876	–	–	0.37%	75
2023 Q1	$484K	Buy	11,876 +41	+0.3%	+$1.66K	0.37%	75
2022 Q4	$460K	Buy	+11,835	New	+$453K	0.36%	69

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

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

Wallace Advisory Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 36% in Q2 2026, buying an estimated $237K and bringing the position to 14,933 shares worth $908K. The position accounts for 0.85% of the portfolio, ranked #27.

Wallace Advisory Group 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.

Wallace Advisory Group held 14,933 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $908K as of Q2 2026.
Wallace Advisory Group bought 3,963 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $237K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.85% of Wallace Advisory Group's portfolio in Q2 2026, its #27 holding.
Wallace Advisory Group 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 Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.