YHB Investment Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

YHB Investment Advisors’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	$631K	Buy	10,384 +600	+6%	+$35.9K	0.04%	204
2026 Q1	$554K	Sell	9,784 -71	-0.7%	-$4.12K	0.04%	203
2025 Q4	$560K	Buy	9,855 +1,110	+13%	+$62.4K	0.04%	206
2025 Q3	$484K	Buy	8,745 +164	+2%	+$8.83K	0.04%	214
2025 Q2	$449K	Buy	+8,581	New	+$429K	0.03%	218

Other funds holding SPYV

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

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

BEI

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

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

MFG

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

YHB Investment Advisors's SPYV Position: Q2 2026 in Review

YHB Investment Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.1% in Q2 2026, buying an estimated $35.9K and bringing the position to 10,384 shares worth $631K. The position accounts for 0.04% of the portfolio, ranked #204.

YHB Investment Advisors first reported a position in SPYV in Q2 2025 and has held it in 5 quarters since. 617 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

YHB Investment Advisors held 10,384 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $631K as of Q2 2026.
YHB Investment Advisors bought 600 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $35.9K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of YHB Investment Advisors's portfolio in Q2 2026, its #204 holding.
YHB Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.