YWM
SPYV icon

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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Yukon Wealth Management's SPYV Position: Q1 2026 in Review

Yukon Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.2% in Q1 2026, selling an estimated $64.4K and leaving 49,579 shares worth $2.81M. The position accounts for 1.67% of the portfolio, ranked #14.

Yukon Wealth Management first reported a position in SPYV in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.24M in Q1 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Yukon Wealth Management held 49,579 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.81M as of Q1 2026.
  • Yukon Wealth Management sold 1,110 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $64.4K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 1.67% of Yukon Wealth Management's portfolio in Q1 2026, its #14 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 5 quarters since.
  • Yukon Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $3.24M in Q1 2025.
  • 1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Yukon Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.