World Equity Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

World Equity Group’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	$297K	Buy	+4,877	New	+$292K	0.07%	309
2024 Q3	–	Sell	-20,012	Closed	-$975K	–	313
2024 Q2	$975K	Buy	20,012 +1,336	+7%	+$65.3K	0.29%	93
2024 Q1	$936K	Sell	18,676 -4,122	-18%	-$197K	0.19%	131
2023 Q4	$1.06M	Sell	22,798 -62,365	-73%	-$2.69M	0.21%	107
2023 Q3	$3.51M	Buy	85,163 +71,889	+542%	+$3.11M	0.73%	26
2023 Q2	$573K	Sell	13,274 -7,473	-36%	-$309K	0.17%	157
2023 Q1	$1.83M	Sell	20,747 -13,494	-39%	-$547K	0.27%	93
2022 Q4	$1.33M	Buy	+34,241	New	+$1.31M	0.32%	84
2022 Q3	–	Sell	-12,726	Closed	-$469K	–	353
2022 Q2	$469K	Buy	+12,726	New	+$504K	0.12%	188

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

World Equity Group's SPYV Position: Q2 2026 in Review

World Equity Group opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 4,877 shares worth $297K. The stake represents 0.07% of the portfolio and ranks #309 among its holdings. This is a return to the name: World Equity Group previously reported a position in SPYV as recently as Q2 2024.

World Equity Group first reported a position in SPYV in Q2 2022 and has held it in 9 quarters since. The position peaked at $3.51M in Q3 2023. 281 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

World Equity Group held 4,877 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $297K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new World Equity Group position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.07% of World Equity Group's portfolio in Q2 2026, its #309 holding.
World Equity Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and has held it in 9 quarters since.
World Equity Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $3.51M in Q3 2023.
281 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.