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SPYV icon

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

Wealth Management Resources’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 		$1.63M Sell
28,763
-73
-0.3% -$4.24K 0.57% 21
2025
Q4 		$1.64M Buy
28,836
+6
+0% +$337 0.58% 20
2025
Q3 		$1.6M Sell
28,830
-731
-2% -$39.4K 0.52% 23
2025
Q2 		$1.55M Buy
29,561
+831
+3% +$41.5K 0.53% 23
2025
Q1 		$1.47M Buy
28,730
+33
+0.1% +$1.71K 0.53% 24
2024
Q4 		$1.47M Buy
28,697
+5
+0% +$266 0.54% 23
2024
Q3 		$1.52M Buy
28,692
+1,135
+4% +$57.8K 0.61% 23
2024
Q2 		$1.34M Buy
27,557
+1,112
+4% +$54.4K 0.58% 23
2024
Q1 		$1.32M Buy
26,445
+3,528
+15% +$168K 0.57% 25
2023
Q4 		$1.07M Buy
22,917
+11,243
+96% +$485K 0.5% 27
2023
Q3 		$482K Buy
11,674
+19
+0.2% +$823 0.23% 34
2023
Q2 		$503K Buy
11,655
+134
+1% +$5.53K 0.29% 30
2023
Q1 		$469K Sell
11,521
-1,018
-8% -$41.2K 0.29% 34
2022
Q4 		$488K Buy
12,539
+1,092
+10% +$41.8K 0.32% 33
2022
Q3 		$394K Sell
11,447
-817
-7% -$31K 0.26% 32
2022
Q2 		$452K Sell
12,264
-4,787
-28% -$190K 0.28% 32
2022
Q1 		$712K Sell
17,051
-479
-3% -$19.8K 0.49% 27
2021
Q4 		$736K Buy
+17,530
New +$716K 0.47% 28

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Management Resources's SPYV Position: Q1 2026 in Review

Wealth Management Resources reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.25% in Q1 2026, selling an estimated $4.24K and leaving 28,763 shares worth $1.63M. The position accounts for 0.57% of the portfolio, ranked #21.

Wealth Management Resources first reported a position in SPYV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.64M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Wealth Management Resources held 28,763 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.63M as of Q1 2026.
  • Wealth Management Resources sold 73 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $4.24K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.57% of Wealth Management Resources's portfolio in Q1 2026, its #21 holding.
  • Wealth Management Resources first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Wealth Management Resources's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.64M 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 Wealth Management Resources's 13F filing for Q1 2026, filed 28 Apr 2026.