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

Wealth Enhancement Trust 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 		$602K Buy
9,910
+218
+2% +$13K 0.07% 194
2026
Q1 		$548K Sell
9,692
-102
-1% -$5.92K 0.07% 197
2025
Q4 		$556K Buy
+9,794
New +$550K 0.07% 191

Other funds holding SPYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealth Enhancement Trust Services's SPYV Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.2% in Q2 2026, buying an estimated $13K and bringing the position to 9,910 shares worth $602K. The position accounts for 0.07% of the portfolio, ranked #194.

Wealth Enhancement Trust Services first reported a position in SPYV in Q4 2025 and has held it in 3 quarters since. 1,018 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Wealth Enhancement Trust Services held 9,910 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $602K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 218 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $13K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.07% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #194 holding.
  • Wealth Enhancement Trust Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,018 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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