WWM
SPYV icon

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

WJ 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
Q1 		$958K Sell
16,930
-832
-5% -$48.3K 0.45% 34
2025
Q4 		$1.01M Sell
17,762
-174
-1% -$9.78K 0.44% 34
2025
Q3 		$1M Sell
17,936
-20,366
-53% -$1.1M 0.44% 33
2025
Q2 		$2M Sell
38,302
-2,050
-5% -$102K 0.63% 33
2025
Q1 		$2.06M Sell
40,352
-4,850
-11% -$252K 0.73% 30
2024
Q4 		$2.31M Sell
45,202
-1,028
-2% -$54.7K 0.8% 28
2024
Q3 		$2.44M Sell
46,230
-1,838
-4% -$93.5K 0.86% 25
2024
Q2 		$2.34M Sell
48,068
-2,970
-6% -$145K 0.85% 26
2024
Q1 		$2.56M Sell
51,038
-140
-0.3% -$6.67K 1.02% 25
2023
Q4 		$2.39M Sell
51,178
-3,028
-6% -$131K 1.04% 26
2023
Q3 		$2.24M Sell
54,206
-2,328
-4% -$101K 1.09% 25
2023
Q2 		$2.44M Buy
56,534
+26,557
+89% +$1.1M 1.16% 23
2023
Q1 		$1.22M Sell
29,977
-29,119
-49% -$1.18M 0.83% 24
2022
Q4 		$2.3M Buy
59,096
+10,000
+20% +$383K 1.33% 17
2022
Q3 		$1.69M Buy
49,096
+3,270
+7% +$124K 1.06% 20
2022
Q2 		$1.69M Buy
45,826
+9,368
+26% +$371K 1.2% 17
2022
Q1 		$1.52M Sell
36,458
-350
-1% -$14.4K 1.01% 16
2021
Q4 		$1.54M Sell
36,808
-1,045
-3% -$42.7K 0.92% 22
2021
Q3 		$1.49M Buy
37,853
+2,789
+8% +$111K 0.99% 25
2021
Q2 		$1.39M Buy
35,064
+4,364
+14% +$173K 4.29% 7
2021
Q1 		$1.16M Buy
+30,700
New +$1.11M 3.62% 7

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WJ Wealth Management's SPYV Position: Q1 2026 in Review

WJ Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.7% in Q1 2026, selling an estimated $48.3K and leaving 16,930 shares worth $958K. The position accounts for 0.45% of the portfolio, ranked #34.

WJ Wealth Management first reported a position in SPYV in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.56M in Q1 2024. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • WJ Wealth Management held 16,930 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $958K as of Q1 2026.
  • WJ Wealth Management sold 832 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $48.3K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.45% of WJ Wealth Management's portfolio in Q1 2026, its #34 holding.
  • WJ Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2021 and has held it in 21 quarters since.
  • WJ Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.56M in Q1 2024.
  • 1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.