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

Morrissey Wealth Management, LLC’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 		$17.7M Buy
+288,113
New +$17.2M 11.14% 2

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morrissey Wealth Management, LLC's SPYV Position: Q2 2026 in Review

Morrissey Wealth Management, LLC opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 288,113 shares worth $17.7M. The stake represents 11.14% of the portfolio and ranks #2 among its holdings.

1,219 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Morrissey Wealth Management, LLC held 288,113 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $17.7M as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF was a new Morrissey Wealth Management, LLC position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 11.14% of Morrissey Wealth Management, LLC's portfolio in Q2 2026, its #2 holding.
  • 1,219 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Morrissey Wealth Management, LLC's 13F filing for Q2 2026, filed 5 Oct 2026.