Wrenne Financial Planning’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Wrenne Financial Planning’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	$2.55M	Sell	42,016 -288	-0.7%	-$17.2K	0.86%	17
2026 Q1	$2.39M	Sell	42,304 -245	-0.6%	-$14.2K	0.94%	17
2025 Q4	$2.42M	Sell	42,549 -1,523	-3%	-$85.6K	0.98%	17
2025 Q3	$2.44M	Sell	44,072 -2,470	-5%	-$133K	1.04%	17
2025 Q2	$2.44M	Buy	46,542 +2,865	+7%	+$143K	1.14%	17
2025 Q1	$2.23M	Sell	43,677 -1,539	-3%	-$79.8K	1.19%	15
2024 Q4	$2.31M	Sell	45,216 -4,223	-9%	-$225K	1.32%	16
2024 Q3	$2.61M	Sell	49,439 -518	-1%	-$26.4K	1.56%	14
2024 Q2	$2.43M	Buy	49,957 +606	+1%	+$29.6K	1.68%	15
2024 Q1	$2.47M	Sell	49,351 -19,772	-29%	-$943K	1.83%	13
2023 Q4	$3.22M	Buy	+69,123	New	+$2.98M	2.74%	12

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

Wrenne Financial Planning's SPYV Position: Q2 2026 in Review

Wrenne Financial Planning reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.68% in Q2 2026, selling an estimated $17.2K and leaving 42,016 shares worth $2.55M. The position accounts for 0.86% of the portfolio, ranked #17.

Wrenne Financial Planning first reported a position in SPYV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.22M in Q4 2023. 1,216 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Wrenne Financial Planning held 42,016 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.55M as of Q2 2026.
Wrenne Financial Planning sold 288 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $17.2K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.86% of Wrenne Financial Planning's portfolio in Q2 2026, its #17 holding.
Wrenne Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
Wrenne Financial Planning's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $3.22M in Q4 2023.
1,216 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.