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

Wilkins Miller 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	$221K	Buy	3,643 +12	+0.3%	+$718	0.12%	88
2026 Q1	$205K	Sell	3,631 -39	-1%	-$2.26K	0.12%	89
2025 Q4	$209K	Sell	3,670 -2,310	-39%	-$130K	0.12%	88
2025 Q3	$331K	Buy	5,980 +168	+3%	+$9.05K	0.2%	72
2025 Q2	$304K	Buy	5,812 +20	+0.3%	+$999	0.21%	71
2025 Q1	$296K	Buy	5,792 +1,625	+39%	+$84.3K	0.22%	69
2024 Q4	$213K	Buy	+4,167	New	+$222K	0.22%	70

Other funds holding SPYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Wilkins Miller Wealth Management's SPYV Position: Q2 2026 in Review

Wilkins Miller Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.33% in Q2 2026, buying an estimated $718 and bringing the position to 3,643 shares worth $221K. The position accounts for 0.12% of the portfolio, ranked #88.

Wilkins Miller Wealth Management first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $331K in Q3 2025. 292 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Wilkins Miller Wealth Management held 3,643 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $221K as of Q2 2026.
Wilkins Miller Wealth Management bought 12 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $718.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.12% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #88 holding.
Wilkins Miller Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
Wilkins Miller Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $331K in Q3 2025.
292 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.