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

Waverly Advisors’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	$60.6M	Buy	996,736 +151,023	+18%	+$9.04M	0.35%	64
2026 Q1	$47.9M	Buy	845,713 +42,071	+5%	+$2.44M	0.36%	64
2025 Q4	$45.7M	Buy	803,642 +235,699	+42%	+$13.2M	0.37%	63
2025 Q3	$31.4M	Buy	567,943 +38,169	+7%	+$2.06M	0.31%	67
2025 Q2	$27.7M	Buy	529,774 +14,129	+3%	+$706K	0.3%	70
2025 Q1	$26.3M	Buy	515,645 +22,331	+5%	+$1.16M	0.32%	71
2024 Q4	$25.2M	Buy	493,314 +52,098	+12%	+$2.77M	0.39%	55
2024 Q3	$23.3M	Buy	441,216 +14,643	+3%	+$745K	0.43%	46
2024 Q2	$20.8M	Buy	426,573 +43,208	+11%	+$2.11M	0.41%	46
2024 Q1	$19.2M	Buy	383,365 +280,645	+273%	+$13.4M	0.45%	42
2023 Q4	$4.79M	Buy	102,720 +1,637	+2%	+$70.6K	0.18%	86
2023 Q3	$4.17M	Sell	101,083 -2,692	-3%	-$117K	0.18%	89
2023 Q2	$4.48M	Buy	+103,775	New	+$4.29M	0.2%	83

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

Waverly Advisors's SPYV Position: Q2 2026 in Review

Waverly Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 18% in Q2 2026, buying an estimated $9.04M and bringing the position to 996,736 shares worth $60.6M. The position accounts for 0.35% of the portfolio, ranked #64.

Waverly Advisors first reported a position in SPYV in Q2 2023 and has held it in 13 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Waverly Advisors held 996,736 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $60.6M as of Q2 2026.
Waverly Advisors bought 151,023 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $9.04M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.35% of Waverly Advisors's portfolio in Q2 2026, its #64 holding.
Waverly Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and has held it in 13 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 Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.