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

Westside Investment 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	$135K	Buy	2,214 +1,054	+91%	+$63.1K	0.02%	369
2026 Q1	$65.6K	Sell	1,160 -278	-19%	-$16.1K	0.01%	502
2025 Q4	$81.7K	Hold	1,438	–	–	0.01%	430
2025 Q3	$79.6K	Buy	1,438 +394	+38%	+$21.2K	0.01%	433
2025 Q2	$54.6K	Hold	1,044	–	–	0.01%	442
2025 Q1	$53.3K	Sell	1,044 -59	-5%	-$3.06K	0.01%	394
2024 Q4	$56.4K	Hold	1,103	–	–	0.01%	387
2024 Q3	$58.3K	Sell	1,103 -154	-12%	-$7.84K	0.01%	378
2024 Q2	$61.3K	Hold	1,257	–	–	0.01%	361
2024 Q1	$63K	Sell	1,257 -63	-5%	-$3K	0.02%	350
2023 Q4	$61.6K	Hold	1,320	–	–	0.02%	333
2023 Q3	$54.5K	Sell	1,320 -52	-4%	-$2.25K	0.02%	331
2023 Q2	$59.3K	Sell	1,372 -503	-27%	-$20.8K	0.02%	333
2023 Q1	$76.4K	Hold	1,875	–	–	0.02%	304
2022 Q4	$72	Hold	1,875	–	–	﹤0.01%	389
2022 Q3	$64	Hold	1,875	–	–	﹤0.01%	395
2022 Q2	$69	Hold	1,875	–	–	﹤0.01%	385
2022 Q1	$78	Sell	1,875 -153	-8%	-$6.31K	﹤0.01%	383
2021 Q4	$85	Hold	2,028	–	–	﹤0.01%	360
2021 Q3	$79	Buy	2,028 +399	+24%	+$15.9K	﹤0.01%	359
2021 Q2	$64	Buy	+1,629	New	+$64.4K	﹤0.01%	362

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

Westside Investment Management's SPYV Position: Q2 2026 in Review

Westside Investment Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 91% in Q2 2026, buying an estimated $63.1K and bringing the position to 2,214 shares worth $135K. The position accounts for 0.02% of the portfolio, ranked #369.

Westside Investment Management first reported a position in SPYV in Q2 2021 and has held it in 21 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Westside Investment Management held 2,214 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $135K as of Q2 2026.
Westside Investment Management bought 1,054 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $63.1K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Westside Investment Management's portfolio in Q2 2026, its #369 holding.
Westside Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2021 and has held it in 21 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.