Western Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Western Wealth Management’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	$23.6M	Sell	388,134 -91,680	-19%	-$5.49M	0.77%	22
2026 Q1	$27.1M	Buy	479,814 +37,214	+8%	+$2.16M	1.03%	15
2025 Q4	$25.1M	Buy	442,600 +9,613	+2%	+$540K	1.16%	15
2025 Q3	$24M	Buy	432,987 +10,435	+2%	+$562K	1.26%	14
2025 Q2	$22.1M	Sell	422,552 -113,501	-21%	-$5.67M	1.31%	13
2025 Q1	$27.4M	Buy	536,053 +32,996	+7%	+$1.71M	1.81%	8
2024 Q4	$25.7M	Buy	503,057 +15,484	+3%	+$824K	1.68%	11
2024 Q3	$25.8M	Buy	487,573 +7,151	+1%	+$364K	1.47%	10
2024 Q2	$23.4M	Buy	480,422 +33,712	+8%	+$1.65M	1.74%	10
2024 Q1	$22.4M	Sell	446,710 -38,526	-8%	-$1.84M	1.74%	8
2023 Q4	$22.6M	Buy	485,236 +97,202	+25%	+$4.19M	1.63%	5
2023 Q3	$16M	Buy	388,034 +31,259	+9%	+$1.35M	1.35%	12
2023 Q2	$15.4M	Buy	356,775 +38,802	+12%	+$1.6M	1.31%	13
2023 Q1	$12.9M	Buy	317,973 +60,072	+23%	+$2.43M	1.21%	13
2022 Q4	$10M	Sell	257,901 -224,679	-47%	-$8.61M	1.03%	16
2022 Q3	$16.7M	Buy	482,580 +24,865	+5%	+$943K	0.95%	17
2022 Q2	$16.9M	Buy	457,715 +18,831	+4%	+$746K	0.97%	16
2022 Q1	$18.3M	Buy	438,884 +314,828	+254%	+$13M	0.89%	19
2021 Q4	$5.21M	Buy	+124,056	New	+$5.06M	0.51%	36
2021 Q2	$3.75M	Buy	94,886 +31,325	+49%	+$1.24M	0.39%	53
2021 Q1	$2.41M	Buy	63,561 +21,422	+51%	+$775K	0.32%	69
2020 Q4	$1.45M	Buy	42,139 +14,139	+50%	+$459K	0.21%	112
2020 Q3	$846K	Buy	28,000 +7,221	+35%	+$219K	0.14%	167
2020 Q2	$602K	Sell	20,779 -3,349	-14%	-$95.5K	0.11%	192
2020 Q1	$622K	Buy	24,128 +119	+0.5%	+$3.8K	0.14%	157
2019 Q4	$838K	Sell	24,009 -184	-0.8%	-$6.15K	0.13%	156
2019 Q3	$774K	Sell	24,193 -1,287	-5%	-$40.5K	0.16%	141
2019 Q2	$798K	Buy	25,480 +30	+0.1%	+$923	0.1%	154
2019 Q1	$771K	Sell	25,450 -2,819	-10%	-$83.1K	0.17%	137
2018 Q4	$767K	Buy	+28,269	New	+$831K	0.21%	123

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

Western Wealth Management's SPYV Position: Q2 2026 in Review

Western Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 19% in Q2 2026, selling an estimated $5.49M and leaving 388,134 shares worth $23.6M. The position accounts for 0.77% of the portfolio, ranked #22.

Western Wealth Management first reported a position in SPYV in Q4 2018 and has held it in 30 quarters since. The position peaked at $27.4M in Q1 2025. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Western Wealth Management held 388,134 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $23.6M as of Q2 2026.
Western Wealth Management sold 91,680 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $5.49M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.77% of Western Wealth Management's portfolio in Q2 2026, its #22 holding.
Western Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $27.4M in Q1 2025.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.