1834 Investment Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

1834 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	$21.4M	Buy	351,475 +48,079	+16%	+$2.88M	2.42%	10
2026 Q1	$17.2M	Buy	303,396 +2,284	+0.8%	+$132K	2.14%	10
2025 Q4	$17.1M	Sell	301,112 -12,646	-4%	-$710K	2.15%	10
2025 Q3	$17.4M	Buy	313,758 +11,463	+4%	+$617K	2.13%	10
2025 Q2	$15.8M	Sell	302,295 -4,236	-1%	-$212K	2%	10
2025 Q1	$15.7M	Buy	306,531 +16,958	+6%	+$880K	2.02%	10
2024 Q4	$14.8M	Sell	289,573 -37,878	-12%	-$2.02M	1.87%	12
2024 Q3	$17.3M	Buy	327,451 +53,966	+20%	+$2.75M	2.01%	11
2024 Q2	$13.3M	Buy	273,485 +20,184	+8%	+$987K	1.61%	12
2024 Q1	$12.7M	Buy	253,301 +4,275	+2%	+$204K	1.51%	12
2023 Q4	$11.6M	Buy	249,026 +37,432	+18%	+$1.61M	1.39%	13
2023 Q3	$8.73M	Buy	211,594 +30,234	+17%	+$1.31M	1.09%	22
2023 Q2	$7.83M	Buy	181,360 +29,545	+19%	+$1.22M	0.93%	32
2023 Q1	$6.18M	Buy	151,815 +14,514	+11%	+$588K	0.74%	38
2022 Q4	$5.34M	Buy	137,301 +64,716	+89%	+$2.48M	0.76%	42
2022 Q3	$2.5M	Buy	72,585 +49,459	+214%	+$1.88M	0.37%	63
2022 Q2	$851K	Buy	+23,126	New	+$916K	0.12%	108

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

1834 Investment Advisors's SPYV Position: Q2 2026 in Review

1834 Investment Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 16% in Q2 2026, buying an estimated $2.88M and bringing the position to 351,475 shares worth $21.4M. The position accounts for 2.42% of the portfolio, ranked #10.

1834 Investment Advisors first reported a position in SPYV in Q2 2022 and has held it in 17 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

1834 Investment Advisors held 351,475 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $21.4M as of Q2 2026.
1834 Investment Advisors bought 48,079 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $2.88M.
State Street SPDR Portfolio S&P 500 Value ETF made up 2.42% of 1834 Investment Advisors's portfolio in Q2 2026, its #10 holding.
1834 Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and has held it in 17 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 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.