Winch Advisory Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $241K | Sell |
3,972
-3
| -0.1% | -$180 | 0.05% | 102 |
|
|
2026
Q1 | $225K | Buy |
3,975
+88
| +2% | +$5.11K | 0.05% | 96 |
|
|
2025
Q4 | $221K | Buy |
3,887
+20
| +0.5% | +$1.12K | 0.05% | 95 |
|
|
2025
Q3 | $214K | Sell |
3,867
-177
| -4% | -$9.53K | 0.05% | 99 |
|
|
2025
Q2 | $212K | Buy |
4,044
+16
| +0.4% | +$800 | 0.05% | 95 |
|
|
2025
Q1 | $206K | Sell |
4,028
-596
| -13% | -$30.9K | 0.05% | 90 |
|
|
2024
Q4 | $236K | Buy |
4,624
+30
| +0.7% | +$1.6K | 0.06% | 82 |
|
|
2024
Q3 | $243K | Buy |
4,594
+171
| +4% | +$8.7K | 0.07% | 81 |
|
|
2024
Q2 | $216K | Buy |
4,423
+394
| +10% | +$19.3K | 0.06% | 84 |
|
|
2024
Q1 | $202K | Buy |
4,029
+20
| +0.5% | +$954 | 0.06% | 81 |
|
|
2023
Q4 | $187K | Buy |
4,009
+18
| +0.5% | +$776 | 0.06% | 81 |
|
|
2023
Q3 | $165K | Buy |
3,991
+1,557
| +64% | +$67.4K | 0.06% | 82 |
|
|
2023
Q2 | $105K | Buy |
2,434
+11
| +0.5% | +$454 | 0.04% | 99 |
|
|
2023
Q1 | $99K | Buy |
2,423
+9
| +0.4% | +$365 | 0.04% | 101 |
|
|
2022
Q4 | $94K | Buy |
2,414
+282
| +13% | +$10.8K | 0.04% | 101 |
|
|
2022
Q3 | $74K | Sell |
2,132
-967
| -31% | -$36.7K | 0.03% | 96 |
|
|
2022
Q2 | $114K | Sell |
3,099
-197,910
| -98% | -$7.84M | 0.05% | 93 |
|
|
2022
Q1 | $8.39M | Sell |
201,009
-3,711
| -2% | -$153K | 2.92% | 11 |
|
|
2021
Q4 | $8.6M | Buy |
204,720
+4,120
| +2% | +$168K | 2.84% | 11 |
|
|
2021
Q3 | $7.82M | Sell |
200,600
-76,709
| -28% | -$3.06M | 2.73% | 11 |
|
|
2021
Q2 | $11M | Buy |
277,309
+7,000
| +3% | +$277K | 3.94% | 8 |
|
|
2021
Q1 | $10.2M | Sell |
270,309
-60
| -0% | -$2.17K | 4.11% | 7 |
|
|
2020
Q4 | $9.3M | Buy |
270,369
+174,797
| +183% | +$5.68M | 3.86% | 10 |
|
|
2020
Q3 | $2.89M | Buy |
95,572
+3,373
| +4% | +$102K | 1.22% | 22 |
|
|
2020
Q2 | $2.67M | Buy |
92,199
+90,685
| +5,990% | +$2.58M | 1.27% | 18 |
|
|
2020
Q1 | $39K | Sell |
1,514
-166,972
| -99% | -$5.33M | 0.02% | 96 |
|
|
2019
Q4 | $5.88M | Buy |
168,486
+5,774
| +4% | +$193K | 2.79% | 11 |
|
|
2019
Q3 | $5.2M | Buy |
162,712
+2,455
| +2% | +$77.3K | 2.71% | 11 |
|
|
2019
Q2 | $5.01M | Sell |
160,257
-152,963
| -49% | -$4.71M | 2.61% | 10 |
|
|
2019
Q1 | $9.48M | Buy |
313,220
+28,153
| +10% | +$830K | 5.24% | 5 |
|
|
2018
Q4 | $7.74M | Sell |
285,067
-5,798
| -2% | -$171K | 4.31% | 5 |
|
|
2018
Q3 | $9.05M | Buy |
290,865
+153,224
| +111% | +$4.73M | 4.55% | 3 |
|
|
2018
Q2 | $4.08M | Sell |
137,641
-5,226
| -4% | -$156K | 2.2% | 20 |
|
|
2018
Q1 | $4.2M | Buy |
142,867
+139,632
| +4,316% | +$4.29M | 2.46% | 16 |
|
|
2017
Q4 | $99K | Buy |
+3,235
| New | +$96.8K | 0.06% | 76 |
|
Other funds holding SPYV
AF
VA
Winch Advisory Services's SPYV Position: Q2 2026 in Review
Winch Advisory Services reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.08% in Q2 2026, selling an estimated $180 and leaving 3,972 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #102.
Winch Advisory Services first reported a position in SPYV in Q4 2017 and has held it in 35 quarters since. The position peaked at $11M in Q2 2021. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.
- Winch Advisory Services held 3,972 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $241K as of Q2 2026.
- Winch Advisory Services sold 3 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $180.
- State Street SPDR Portfolio S&P 500 Value ETF made up 0.05% of Winch Advisory Services's portfolio in Q2 2026, its #102 holding.
- Winch Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2017 and has held it in 35 quarters since.
- Winch Advisory Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $11M in Q2 2021.
- 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.
Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.