WealthGarden F.S.’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

WealthGarden F.S.’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	$3.94M	Buy	64,871 +9,387	+17%	+$562K	2.24%	5
2026 Q1	$3.14M	Sell	55,484 -7,386	-12%	-$428K	2.14%	7
2025 Q4	$3.66M	Buy	62,870 +14,426	+30%	+$810K	2.41%	8
2025 Q3	$2.71M	Buy	48,444 +119	+0.2%	+$6.41K	1.93%	9
2025 Q2	$2.55M	Buy	48,325 +7,523	+18%	+$376K	2.12%	9
2025 Q1	$2.08M	Buy	40,802 +10,819	+36%	+$561K	2%	9
2024 Q4	$1.53M	Buy	29,983 +440	+1%	+$23.4K	1.43%	17
2024 Q3	$1.56M	Sell	29,543 -997	-3%	-$50.7K	1.52%	18
2024 Q2	$1.49M	Buy	+30,540	New	+$1.49M	1.57%	17

Other funds holding SPYV

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

WealthGarden F.S.'s SPYV Position: Q2 2026 in Review

WealthGarden F.S. increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 17% in Q2 2026, buying an estimated $562K and bringing the position to 64,871 shares worth $3.94M. The position accounts for 2.24% of the portfolio, ranked #5.

WealthGarden F.S. first reported a position in SPYV in Q2 2024 and has held it in 9 quarters since. 615 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

WealthGarden F.S. held 64,871 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.94M as of Q2 2026.
WealthGarden F.S. bought 9,387 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $562K.
State Street SPDR Portfolio S&P 500 Value ETF made up 2.24% of WealthGarden F.S.'s portfolio in Q2 2026, its #5 holding.
WealthGarden F.S. first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 9 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.