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

WealthPlan Investment Management’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	$1.75M	Sell	28,746 -6,850	-19%	-$410K	0.09%	174
2026 Q1	$2.01M	Buy	35,596 +27,213	+325%	+$1.58M	0.11%	154
2025 Q4	$476K	Buy	8,383 +2,613	+45%	+$147K	0.03%	260
2025 Q3	$319K	Buy	5,770 +57	+1%	+$3.07K	0.02%	272
2025 Q2	$299K	Buy	5,713 +33	+0.6%	+$1.65K	0.02%	291
2025 Q1	$290K	Sell	5,680 -217	-4%	-$11.3K	0.03%	225
2024 Q4	$302K	Buy	5,897 +217	+4%	+$11.5K	0.03%	220
2024 Q3	$300K	Buy	+5,680	New	+$289K	0.03%	208
2023 Q1	–	Sell	-14,529	Closed	-$611K	–	560
2022 Q4	$611K	Sell	14,529 -9,503	-40%	-$364K	0.04%	230
2022 Q3	$951K	Buy	+24,032	New	+$912K	0.07%	171
2022 Q1	$903K	Buy	+22,750	New	+$938K	0.06%	183

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

WealthPlan Investment Management's SPYV Position: Q2 2026 in Review

WealthPlan Investment Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 19% in Q2 2026, selling an estimated $410K and leaving 28,746 shares worth $1.75M. The position accounts for 0.09% of the portfolio, ranked #174.

WealthPlan Investment Management first reported a position in SPYV in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.01M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

WealthPlan Investment Management held 28,746 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.75M as of Q2 2026.
WealthPlan Investment Management sold 6,850 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $410K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.09% of WealthPlan Investment Management's portfolio in Q2 2026, its #174 holding.
WealthPlan Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and has held it in 11 quarters since.
WealthPlan Investment Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.01M in Q1 2026.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.