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 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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WealthShield Partners's SPYV Position: Q1 2026 in Review

WealthShield Partners reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.2% in Q1 2026, selling an estimated $35.4K and leaving 27,152 shares worth $1.54M. The position accounts for 0.17% of the portfolio, ranked #145.

WealthShield Partners first reported a position in SPYV in Q1 2018 and has held it in 30 quarters since. The position peaked at $1.82M in Q1 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

WealthShield Partners held 27,152 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.54M as of Q1 2026.
WealthShield Partners sold 611 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $35.4K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.17% of WealthShield Partners's portfolio in Q1 2026, its #145 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 30 quarters since.
WealthShield Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.82M in Q1 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.