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

XY Planning Network’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	$528K	Buy	+8,691	New	+$520K	0.07%	203

Other funds holding SPYV

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

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

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

XY Planning Network's SPYV Position: Q2 2026 in Review

XY Planning Network opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 8,691 shares worth $528K. The stake represents 0.07% of the portfolio and ranks #203 among its holdings.

409 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

XY Planning Network held 8,691 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $528K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new XY Planning Network position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.07% of XY Planning Network's portfolio in Q2 2026, its #203 holding.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.