Weitzel Financial Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Weitzel Financial Services’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	$1.9M	Sell	30,901 -2,580	-8%	-$154K	0.65%	20
2026 Q1	$1.9M	Sell	33,481 -162	-0.5%	-$9.4K	0.72%	18
2025 Q4	$1.92M	Sell	33,643 -426	-1%	-$23.9K	0.74%	19
2025 Q3	$1.87M	Buy	34,069 +120	+0.4%	+$6.46K	0.76%	19
2025 Q2	$1.81M	Buy	33,949 +543	+2%	+$27.1K	0.77%	19
2025 Q1	$1.64M	Buy	33,406 +146	+0.4%	+$7.57K	0.78%	19
2024 Q4	$1.71M	Buy	33,260 +94	+0.3%	+$5K	0.81%	19
2024 Q3	$1.75M	Sell	33,166 -412	-1%	-$21K	0.82%	20
2024 Q2	$1.63M	Buy	33,578 +96	+0.3%	+$4.69K	0.81%	21
2024 Q1	$1.67M	Sell	33,482 -356	-1%	-$17K	0.84%	21
2023 Q4	$1.59M	Buy	33,838 +93	+0.3%	+$4.01K	0.85%	21
2023 Q3	$1.37M	Sell	33,745 -1,717	-5%	-$74.4K	0.8%	21
2023 Q2	$1.53M	Sell	35,462 -1,491	-4%	-$61.6K	0.87%	20
2023 Q1	$1.51M	Sell	36,953 -2,157	-6%	-$87.4K	0.91%	19
2022 Q4	$1.52M	Sell	39,110 -686	-2%	-$26.3K	0.97%	19
2022 Q3	$1.37M	Sell	39,796 -2,445	-6%	-$92.8K	0.96%	18
2022 Q2	$1.56M	Sell	42,241 -122,914	-74%	-$4.87M	1.05%	18
2022 Q1	$6.9M	Sell	165,155 -529,813	-76%	-$21.9M	4.41%	8
2021 Q4	$40.6M	Buy	694,968 +7,756	+1%	+$317K	24.54%	1
2021 Q3	$36.9M	Sell	687,212 -36,530,848	-98%	-$1.46B	23.91%	1
2021 Q2	$686M	Buy	37,218,060 +36,881,715	+10,965%	+$1.46B	24.16%	1
2021 Q1	$13.2M	Buy	336,345 +10,976	+3%	+$397K	9.21%	4
2020 Q4	$11.7M	Buy	+325,369	New	+$10.6M	8.73%	4

Other funds holding SPYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Weitzel Financial Services's SPYV Position: Q2 2026 in Review

Weitzel Financial Services reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 7.7% in Q2 2026, selling an estimated $154K and leaving 30,901 shares worth $1.9M. The position accounts for 0.65% of the portfolio, ranked #20.

Weitzel Financial Services first reported a position in SPYV in Q4 2020 and has held it in 23 quarters since. The position peaked at $686M in Q2 2021. 220 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Weitzel Financial Services held 30,901 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.9M as of Q2 2026.
Weitzel Financial Services sold 2,580 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $154K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.65% of Weitzel Financial Services's portfolio in Q2 2026, its #20 holding.
Weitzel Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2020 and has held it in 23 quarters since.
Weitzel Financial Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $686M in Q2 2021.
220 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.