WPG Advisers’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

WPG Advisers’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	$12.8K	Buy	210 +1	+0.5%	+$60	0.01%	693
2026 Q1	$11.8K	Hold	209	–	–	0.01%	620
2025 Q4	$11.9K	Buy	209 +1	+0.5%	+$56	0.01%	654
2025 Q3	$11.5K	Buy	208 +1	+0.5%	+$54	0.01%	656
2025 Q2	$10.8K	Buy	207 +1	+0.5%	+$50	0.01%	636
2025 Q1	$10.5K	Buy	206 +1	+0.5%	+$52	0.01%	630
2024 Q4	$10.5K	Buy	+205	New	+$10.9K	0.01%	610

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WPG Advisers's SPYV Position: Q2 2026 in Review

WPG Advisers increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.48% in Q2 2026, buying an estimated $60 and bringing the position to 210 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #693.

WPG Advisers first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. 1,219 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

WPG Advisers held 210 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $12.8K as of Q2 2026.
WPG Advisers bought 1 State Street SPDR Portfolio S&P 500 Value ETF share in Q2 2026, an estimated $60.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #693 holding.
WPG Advisers 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.
1,219 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.