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

Wedbush Securities’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	$761K	Buy	12,521 +1,880	+18%	+$113K	0.02%	580
2026 Q1	$602K	Sell	10,641 -665	-6%	-$38.6K	0.02%	618
2025 Q4	$642K	Buy	11,306 +751	+7%	+$42.2K	0.02%	597
2025 Q3	$584K	Buy	10,555 +5,672	+116%	+$305K	0.02%	607
2025 Q2	$256K	Buy	+4,883	New	+$244K	0.01%	923

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

Wedbush Securities's SPYV Position: Q2 2026 in Review

Wedbush Securities increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 18% in Q2 2026, buying an estimated $113K and bringing the position to 12,521 shares worth $761K. The position accounts for 0.02% of the portfolio, ranked #580.

Wedbush Securities first reported a position in SPYV in Q2 2025 and has held it in 5 quarters since. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Wedbush Securities held 12,521 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $761K as of Q2 2026.
Wedbush Securities bought 1,880 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $113K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Wedbush Securities's portfolio in Q2 2026, its #580 holding.
Wedbush Securities first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.