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

Wealthcare Advisory Partners’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	$12.1M	Buy	199,255 +5,034	+3%	+$301K	0.23%	91
2026 Q1	$11M	Buy	194,221 +5,651	+3%	+$328K	0.21%	97
2025 Q4	$10.7M	Buy	188,570 +14,282	+8%	+$802K	0.21%	100
2025 Q3	$9.64M	Sell	174,288 -83,508	-32%	-$4.5M	0.2%	103
2025 Q2	$13.5M	Buy	257,796 +28,752	+13%	+$1.44M	0.31%	65
2025 Q1	$11.7M	Buy	229,044 +14,317	+7%	+$743K	0.31%	67
2024 Q4	$11M	Buy	214,727 +1,933	+0.9%	+$103K	0.3%	67
2024 Q3	$11.2M	Buy	212,794 +15,926	+8%	+$811K	0.32%	63
2024 Q2	$9.6M	Buy	196,868 +25,256	+15%	+$1.23M	0.3%	64
2024 Q1	$8.6M	Buy	171,612 +80,508	+88%	+$3.84M	0.28%	65
2023 Q4	$4.25M	Sell	91,104 -12,540	-12%	-$541K	0.17%	103
2023 Q3	$4.28M	Sell	103,644 -6,476	-6%	-$280K	0.2%	90
2023 Q2	$4.76M	Sell	110,120 -4,855	-4%	-$200K	0.21%	84
2023 Q1	$4.68M	Sell	114,975 -39,954	-26%	-$1.62M	0.2%	88
2022 Q4	$6.03M	Sell	154,929 -36,820	-19%	-$1.41M	0.29%	67
2022 Q3	$6.61M	Buy	191,749 +113,252	+144%	+$4.3M	0.38%	57
2022 Q2	$2.89M	Buy	78,497 +6,963	+10%	+$276K	0.17%	90
2022 Q1	$2.99M	Buy	71,534 +52,260	+271%	+$2.16M	0.18%	70
2021 Q4	$810K	Sell	19,274 -105,484	-85%	-$4.31M	0.05%	230
2021 Q3	$4.87M	Buy	124,758 +4,955	+4%	+$198K	0.32%	49
2021 Q2	$4.74M	Buy	119,803 +42,803	+56%	+$1.69M	0.32%	47
2021 Q1	$2.92M	Buy	77,000 +61,024	+382%	+$2.21M	0.21%	65
2020 Q4	$549K	Buy	15,976 +526	+3%	+$17.1K	0.05%	224
2020 Q3	$467K	Buy	15,450 +671	+5%	+$20.4K	0.05%	209
2020 Q2	$428K	Buy	14,779 +13,779	+1,378%	+$393K	0.05%	194
2020 Q1	$26K	Buy	+1,000	New	+$31.9K	﹤0.01%	668

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

Wealthcare Advisory Partners's SPYV Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.6% in Q2 2026, buying an estimated $301K and bringing the position to 199,255 shares worth $12.1M. The position accounts for 0.23% of the portfolio, ranked #91.

Wealthcare Advisory Partners first reported a position in SPYV in Q1 2020 and has held it in 26 quarters since. The position peaked at $13.5M in Q2 2025. 248 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Wealthcare Advisory Partners held 199,255 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $12.1M as of Q2 2026.
Wealthcare Advisory Partners bought 5,034 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $301K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.23% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #91 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2020 and has held it in 26 quarters since.
Wealthcare Advisory Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $13.5M in Q2 2025.
248 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.