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

White Lighthouse 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	$236K	Buy	3,876 +96	+3%	+$5.75K	0.03%	141
2026 Q1	$214K	Buy	3,780 +6	+0.2%	+$348	0.03%	141
2025 Q4	$214K	Buy	3,774 +53	+1%	+$2.98K	0.03%	144
2025 Q3	$206K	Buy	+3,721	New	+$200K	0.03%	136

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

White Lighthouse Investment Management's SPYV Position: Q2 2026 in Review

White Lighthouse Investment Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.5% in Q2 2026, buying an estimated $5.75K and bringing the position to 3,876 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #141.

White Lighthouse Investment Management first reported a position in SPYV in Q3 2025 and has held it in 4 quarters since. 1,219 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

White Lighthouse Investment Management held 3,876 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $236K as of Q2 2026.
White Lighthouse Investment Management bought 96 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $5.75K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of White Lighthouse Investment Management's portfolio in Q2 2026, its #141 holding.
White Lighthouse Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
1,219 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.