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SPYV icon

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

WealthShield 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 		$71.8K Sell
1,181
-25,971
-96% -$1.55M 0.01% 275
2026
Q1 		$1.54M Sell
27,152
-611
-2% -$35.4K 0.17% 145
2025
Q4 		$1.58M Sell
27,763
-2,570
-8% -$144K 0.17% 133
2025
Q3 		$1.68M Sell
30,333
-2,381
-7% -$128K 0.19% 131
2025
Q2 		$1.71M Sell
32,714
-3,017
-8% -$151K 0.21% 125
2025
Q1 		$1.82M Buy
35,731
+858
+2% +$44.5K 0.23% 115
2024
Q4 		$1.78M Buy
34,873
+6,876
+25% +$366K 0.25% 105
2024
Q3 		$1.48M Buy
27,997
+3
+0% +$153 0.2% 123
2024
Q2 		$1.36M Sell
27,994
-176
-0.6% -$8.6K 0.21% 119
2024
Q1 		$1.41M Sell
28,170
-2,932
-9% -$140K 0.23% 118
2023
Q4 		$1.45M Buy
31,102
+462
+2% +$19.9K 0.24% 115
2023
Q3 		$1.26M Sell
30,640
-1,735
-5% -$75.1K 0.19% 127
2023
Q2 		$1.4M Sell
32,375
-8,129
-20% -$336K 0.21% 117
2023
Q1 		$1.65M Sell
40,504
-2,654
-6% -$108K 0.27% 102
2022
Q4 		$1.68M Buy
43,158
+293
+0.7% +$11.2K 0.32% 88
2022
Q3 		$1.48M Buy
42,865
+895
+2% +$34K 0.29% 93
2022
Q2 		$1.54M Sell
41,970
-969
-2% -$38.4K 0.31% 82
2022
Q1 		$1.79M Buy
+42,939
New +$1.77M 0.29% 82
2021
Q3 		– Sell
-1,967
Closed -$78K – 675
2021
Q2 		$78K Buy
1,967
+666
+51% +$26.3K 0.01% 398
2021
Q1 		$49K Buy
+1,301
New +$47K 0.01% 465
2020
Q4 		– Sell
-4,336
Closed -$131K – 412
2020
Q3 		$131K Buy
4,336
+1,774
+69% +$53.9K 0.05% 265
2020
Q2 		$74K Sell
2,562
-3,142
-55% -$89.6K 0.03% 236
2020
Q1 		$147K Sell
5,704
-3,569
-38% -$114K 0.09% 162
2019
Q4 		$324K Sell
9,273
-1,280
-12% -$42.8K 0.16% 131
2019
Q3 		$337K Buy
10,553
+3,242
+44% +$102K 0.18% 124
2019
Q2 		$229K Sell
7,311
-2,843
-28% -$87.5K 0.13% 138
2019
Q1 		$307K Buy
10,154
+1,085
+12% +$32K 0.17% 103
2018
Q4 		$246K Buy
9,069
+3,664
+68% +$108K 0.17% 102
2018
Q3 		$168K Buy
5,405
+386
+8% +$11.9K 0.1% 134
2018
Q2 		$149K Buy
5,019
+3,348
+200% +$99.7K 0.09% 129
2018
Q1 		$49K Buy
+1,671
New +$51.3K 0.03% 153

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthShield Partners's SPYV Position: Q2 2026 in Review

WealthShield Partners reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 96% in Q2 2026, selling an estimated $1.55M and leaving 1,181 shares worth $71.8K. The position accounts for 0.01% of the portfolio, ranked #275.

WealthShield Partners first reported a position in SPYV in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.82M in Q1 2025. 1,216 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • WealthShield Partners held 1,181 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $71.8K as of Q2 2026.
  • WealthShield Partners sold 25,971 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.55M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #275 holding.
  • WealthShield Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2018 and has held it in 31 quarters since.
  • WealthShield Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.82M in Q1 2025.
  • 1,216 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.