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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$229K Sell
3,765
-33
-0.9% -$1.98K 0.14% 92
2026
Q1
$215K Hold
3,798
0.14% 98
2025
Q4
$216K Buy
+3,798
New +$213K 0.13% 89

Other funds holding SPYV

Westco Advisory Services's SPYV Position: Q2 2026 in Review

Westco Advisory Services reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.87% in Q2 2026, selling an estimated $1.98K and leaving 3,765 shares worth $229K. The position accounts for 0.14% of the portfolio, ranked #92.

Westco Advisory Services first reported a position in SPYV in Q4 2025 and has held it in 3 quarters since. 1,205 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Westco Advisory Services held 3,765 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $229K as of Q2 2026.
  • Westco Advisory Services sold 33 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.98K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.14% of Westco Advisory Services's portfolio in Q2 2026, its #92 holding.
  • Westco Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,205 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.