Yukon Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Yukon Wealth Management’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	$4.17M	Buy	68,523 +18,944	+38%	+$1.13M	1.19%	20
2026 Q1	$2.81M	Sell	49,579 -1,110	-2%	-$64.4K	1.67%	14
2025 Q4	$3M	Sell	50,689 -314	-0.6%	-$17.6K	1.73%	15
2025 Q3	$2.82M	Buy	51,003 +236	+0.5%	+$12.7K	0.93%	26
2025 Q2	$2.66M	Sell	50,767 -12,708	-20%	-$635K	0.95%	26
2025 Q1	$3.24M	Buy	+63,475	New	+$3.29M	1.35%	20

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

Yukon Wealth Management's SPYV Position: Q2 2026 in Review

Yukon Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 38% in Q2 2026, buying an estimated $1.13M and bringing the position to 68,523 shares worth $4.17M. The position accounts for 1.19% of the portfolio, ranked #20.

Yukon Wealth Management first reported a position in SPYV in Q1 2025 and has held it in 6 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Yukon Wealth Management held 68,523 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $4.17M as of Q2 2026.
Yukon Wealth Management bought 18,944 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.13M.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.19% of Yukon Wealth Management's portfolio in Q2 2026, its #20 holding.
Yukon Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.