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

Wealth Enhancement Advisory Services’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	$175M	Buy	2,831,310 +11,522	+0.4%	+$690K	0.29%	53
2026 Q1	$160M	Sell	2,819,788 -1,817,302	-39%	-$105M	0.33%	49
2025 Q4	$269M	Buy	4,637,090 +38,621	+0.8%	+$2.17M	0.36%	45
2025 Q3	$256M	Buy	4,598,469 +141,958	+3%	+$7.64M	0.39%	45
2025 Q2	$237M	Buy	4,456,511 +921,933	+26%	+$46.1M	0.39%	45
2025 Q1	$181M	Buy	3,534,578 +2,237,528	+173%	+$116M	0.35%	53
2024 Q4	$66.3M	Buy	1,297,050 +411,609	+46%	+$21.9M	0.13%	156
2024 Q3	$46.8M	Buy	885,441 +62,742	+8%	+$3.19M	0.1%	202
2024 Q2	$40.1M	Buy	822,699 +11,758	+1%	+$575K	0.1%	209
2024 Q1	$40.6M	Sell	810,941 -845,563	-51%	-$40.3M	0.11%	196
2023 Q4	$77.2M	Sell	1,656,504 -91,246	-5%	-$3.94M	0.22%	100
2023 Q3	$72.1M	Buy	1,747,750 +701,625	+67%	+$30.4M	0.24%	89
2023 Q2	$45.2M	Buy	1,046,125 +137,020	+15%	+$5.66M	0.49%	32
2023 Q1	$37M	Buy	909,105 +13,068	+1%	+$529K	0.43%	39
2022 Q4	$36.8M	Sell	896,037 -45,196	-5%	-$1.73M	0.47%	39
2022 Q3	$33.1M	Buy	941,233 +49,771	+6%	+$1.89M	0.47%	40
2022 Q2	$33.2M	Buy	891,462 +51,108	+6%	+$2.02M	0.46%	41
2022 Q1	$35.2M	Sell	840,354 -61,144	-7%	-$2.52M	0.47%	41
2021 Q4	$37.2M	Buy	901,498 +36,001	+4%	+$1.47M	0.53%	41
2021 Q3	$35.6M	Buy	865,497 +168,545	+24%	+$6.73M	0.53%	41
2021 Q2	$27.6M	Buy	696,952 +73,620	+12%	+$2.91M	0.45%	43
2021 Q1	$24M	Buy	623,332 +5,778	+0.9%	+$209K	0.44%	45
2020 Q4	$21.7M	Buy	617,554 +62,575	+11%	+$2.03M	0.49%	35
2020 Q3	$17.6M	Buy	554,979 +40,605	+8%	+$1.23M	0.46%	34
2020 Q2	$15.6M	Sell	514,374 -198,401	-28%	-$5.65M	0.45%	35
2020 Q1	$20.4M	Buy	712,775 +103,547	+17%	+$3.31M	0.73%	28
2019 Q4	$21.3M	Buy	609,228 +99,819	+20%	+$3.34M	0.75%	27
2019 Q3	$16.3M	Buy	509,409 +308,935	+154%	+$9.73M	0.66%	27
2019 Q2	$6.44M	Buy	200,474 +123,720	+161%	+$3.81M	0.28%	42
2019 Q1	$2.42M	Buy	76,754 +23,641	+45%	+$697K	0.14%	64
2018 Q4	$1.54M	Buy	53,113 +20,052	+61%	+$590K	0.1%	80
2018 Q3	$961K	Buy	33,061 +7,420	+29%	+$229K	0.06%	120
2018 Q2	$777K	Buy	25,641 +14,853	+138%	+$442K	0.05%	138
2018 Q1	$320K	Buy	+10,788	New	+$331K	0.02%	134

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 Enhancement Advisory Services's SPYV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.41% in Q2 2026, buying an estimated $690K and bringing the position to 2,831,310 shares worth $175M. The position accounts for 0.29% of the portfolio, ranked #53.

Wealth Enhancement Advisory Services first reported a position in SPYV in Q1 2018 and has held it in 34 quarters since. The position peaked at $269M in Q4 2025. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Wealth Enhancement Advisory Services held 2,831,310 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $175M as of Q2 2026.
Wealth Enhancement Advisory Services bought 11,522 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $690K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.29% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #53 holding.
Wealth Enhancement Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2018 and has held it in 34 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $269M in Q4 2025.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.