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Walsh & Associates’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Walsh & Associates’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 		$11.2M Buy
184,501
+938
+0.5% +$56.1K 9.16% 4
2026
Q1 		$10.4M Sell
183,563
-397
-0.2% -$23K 10.3% 3
2025
Q4 		$10.5M Buy
+183,960
New +$10.3M 10.3% 3

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Walsh & Associates's SPYV Position: Q2 2026 in Review

Walsh & Associates increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.51% in Q2 2026, buying an estimated $56.1K and bringing the position to 184,501 shares worth $11.2M. The position accounts for 9.16% of the portfolio, ranked #4.

Walsh & Associates first reported a position in SPYV in Q4 2025 and has held it in 3 quarters since. 1,205 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Walsh & Associates held 184,501 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $11.2M as of Q2 2026.
  • Walsh & Associates bought 938 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $56.1K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 9.16% of Walsh & Associates's portfolio in Q2 2026, its #4 holding.
  • Walsh & Associates first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,205 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.