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 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 $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wallace Advisory Group's SPYV Position: Q1 2026 in Review

Wallace Advisory Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 9% in Q1 2026, selling an estimated $62.8K and leaving 10,970 shares worth $621K. The position accounts for 0.66% of the portfolio, ranked #32.

Wallace Advisory Group first reported a position in SPYV in Q4 2022 and has held it in 14 quarters since. The position peaked at $685K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Wallace Advisory Group held 10,970 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $621K as of Q1 2026.
Wallace Advisory Group sold 1,083 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $62.8K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.66% of Wallace Advisory Group's portfolio in Q1 2026, its #32 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 14 quarters since.
Wallace Advisory Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $685K in Q4 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.