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

Wealth Advisory Solutions’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	$483K	Buy	7,940 +48	+0.6%	+$2.87K	0.1%	98
2026 Q1	$447K	Buy	7,892 +650	+9%	+$37.7K	0.1%	99
2025 Q4	$411K	Buy	7,242 +88	+1%	+$4.94K	0.1%	99
2025 Q3	$396K	Buy	7,154 +23	+0.3%	+$1.24K	0.1%	102
2025 Q2	$373K	Buy	7,131 +179	+3%	+$8.95K	0.09%	103
2025 Q1	$355K	Buy	6,952 +192	+3%	+$9.96K	0.09%	104
2024 Q4	$346K	Buy	6,760 +14	+0.2%	+$745	0.1%	95
2024 Q3	$357K	Sell	6,746 -654	-9%	-$33.3K	0.1%	92
2024 Q2	$361K	Buy	+7,400	New	+$362K	0.1%	94
2022 Q3	–	Sell	-42,050	Closed	-$1.55M	–	157
2022 Q2	$1.55M	Buy	+42,050	New	+$1.67M	0.38%	70

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

Wealth Advisory Solutions's SPYV Position: Q2 2026 in Review

Wealth Advisory Solutions increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.61% in Q2 2026, buying an estimated $2.87K and bringing the position to 7,940 shares worth $483K. The position accounts for 0.1% of the portfolio, ranked #98.

Wealth Advisory Solutions first reported a position in SPYV in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.55M in Q2 2022. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Wealth Advisory Solutions held 7,940 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $483K as of Q2 2026.
Wealth Advisory Solutions bought 48 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $2.87K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.1% of Wealth Advisory Solutions's portfolio in Q2 2026, its #98 holding.
Wealth Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and has held it in 10 quarters since.
Wealth Advisory Solutions's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.55M in Q2 2022.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.