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

Westbourne Investments’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	$413K	Buy	6,800 +325	+5%	+$19.5K	0.17%	101
2026 Q1	$366K	Buy	6,475 +2,400	+59%	+$139K	0.17%	105
2025 Q4	$232K	Hold	4,075	–	–	0.11%	125
2025 Q3	$228K	Hold	4,075	–	–	0.11%	117
2025 Q2	$213K	Buy	+4,075	New	+$204K	0.11%	126

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

Westbourne Investments's SPYV Position: Q2 2026 in Review

Westbourne Investments increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5% in Q2 2026, buying an estimated $19.5K and bringing the position to 6,800 shares worth $413K. The position accounts for 0.17% of the portfolio, ranked #101.

Westbourne Investments first reported a position in SPYV in Q2 2025 and has held it in 5 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Westbourne Investments held 6,800 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $413K as of Q2 2026.
Westbourne Investments bought 325 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $19.5K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.17% of Westbourne Investments's portfolio in Q2 2026, its #101 holding.
Westbourne Investments 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.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.