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

WCG Wealth 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 Q1	$3.41M	Sell	60,280 -16,067	-21%	-$932K	0.1%	200
2025 Q4	$4.34M	Buy	76,347 +23,193	+44%	+$1.3M	0.12%	163
2025 Q3	$2.94M	Sell	53,154 -1,118	-2%	-$60.2K	0.18%	117
2025 Q2	$2.84M	Sell	54,272 -1,906	-3%	-$95.3K	0.18%	121
2025 Q1	$2.87M	Buy	56,178 +553	+1%	+$28.7K	0.22%	113
2024 Q4	$2.85M	Sell	55,625 -6,430	-10%	-$342K	0.19%	117
2024 Q3	$3.28M	Buy	62,055 +17,509	+39%	+$891K	0.22%	111
2024 Q2	$2.17M	Buy	44,546 +6,883	+18%	+$336K	0.16%	130
2024 Q1	$1.89M	Buy	37,663 +4,352	+13%	+$207K	0.16%	126
2023 Q4	$1.55M	Buy	33,311 +1,334	+4%	+$57.5K	0.11%	158
2023 Q3	$1.32M	Buy	31,977 +18,706	+141%	+$810K	0.1%	168
2023 Q2	$573K	Sell	13,271 -506	-4%	-$20.9K	0.07%	137
2023 Q1	$561K	Sell	13,777 -3,661	-21%	-$148K	0.07%	138
2022 Q4	$678K	Sell	17,438 -280	-2%	-$10.7K	0.09%	127
2022 Q3	$611K	Sell	17,718 -8,844	-33%	-$336K	0.08%	166
2022 Q2	$978K	Buy	+26,562	New	+$1.05M	0.14%	120

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

WCG Wealth Advisors's SPYV Position: Q1 2026 in Review

WCG Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 21% in Q1 2026, selling an estimated $932K and leaving 60,280 shares worth $3.41M. The position accounts for 0.1% of the portfolio, ranked #200.

WCG Wealth Advisors first reported a position in SPYV in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.34M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

WCG Wealth Advisors held 60,280 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.41M as of Q1 2026.
WCG Wealth Advisors sold 16,067 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $932K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.1% of WCG Wealth Advisors's portfolio in Q1 2026, its #200 holding.
WCG Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and has held it in 16 quarters since.
WCG Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.34M in Q4 2025.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.