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

Wealth Advisors Northwest’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	$2.31M	Sell	38,027 -1,484	-4%	-$88.8K	0.79%	21
2026 Q1	$2.24M	Buy	39,511 +1,137	+3%	+$66K	0.94%	18
2025 Q4	$2.18M	Sell	38,374 -2,300	-6%	-$129K	0.97%	20
2025 Q3	$2.25M	Sell	40,674 -1,566	-4%	-$84.3K	1.09%	19
2025 Q2	$2.21M	Sell	42,240 -1,063	-2%	-$53.1K	1.16%	17
2025 Q1	$2.21M	Sell	43,303 -934	-2%	-$48.4K	1.4%	15
2024 Q4	$2.26M	Buy	+44,237	New	+$2.35M	1.54%	14

Other funds holding SPYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Wealth Advisors Northwest's SPYV Position: Q2 2026 in Review

Wealth Advisors Northwest reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.8% in Q2 2026, selling an estimated $88.8K and leaving 38,027 shares worth $2.31M. The position accounts for 0.79% of the portfolio, ranked #21.

Wealth Advisors Northwest first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. 220 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Wealth Advisors Northwest held 38,027 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.31M as of Q2 2026.
Wealth Advisors Northwest sold 1,484 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $88.8K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.79% of Wealth Advisors Northwest's portfolio in Q2 2026, its #21 holding.
Wealth Advisors Northwest first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
220 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Wealth Advisors Northwest's 13F filing for Q2 2026, filed 15 Jul 2026.