Wealthspire Advisors (New York)’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Wealthspire Advisors (New York)’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	$2.67M	Buy	43,978 +15,385	+54%	+$921K	0.01%	371
2026 Q1	$1.62M	Sell	28,593 -15,134	-35%	-$878K	0.01%	316
2025 Q4	$2.48M	Buy	43,727 +1,151	+3%	+$64.7K	0.02%	266
2025 Q3	$2.36M	Buy	42,576 +145	+0.3%	+$7.81K	0.01%	254
2025 Q2	$2.22M	Sell	42,431 -6,167	-13%	-$308K	0.01%	264
2025 Q1	$2.48M	Buy	48,598 +1,316	+3%	+$68.3K	0.01%	244
2024 Q4	$2.42M	Buy	47,282 +18,672	+65%	+$994K	0.02%	226
2024 Q3	$1.51M	Buy	28,610 +2,608	+10%	+$133K	0.02%	295
2024 Q2	$1.27M	Buy	26,002 +984	+4%	+$48.1K	0.02%	272
2024 Q1	$1.25M	Buy	25,018 +381	+2%	+$18.2K	0.02%	281
2023 Q4	$1.15M	Buy	24,637 +15,595	+172%	+$673K	0.02%	287
2023 Q3	$373K	Sell	9,042 -24,434	-73%	-$1.06M	0.01%	445
2023 Q2	$1.45M	Buy	+33,476	New	+$1.38M	0.02%	190

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

Wealthspire Advisors (New York)'s SPYV Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 54% in Q2 2026, buying an estimated $921K and bringing the position to 43,978 shares worth $2.67M. The position accounts for 0.01% of the portfolio, ranked #371.

Wealthspire Advisors (New York) first reported a position in SPYV in Q2 2023 and has held it in 13 quarters since. 1,219 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Wealthspire Advisors (New York) held 43,978 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.67M as of Q2 2026.
Wealthspire Advisors (New York) bought 15,385 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $921K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #371 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and has held it in 13 quarters since.
1,219 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.