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Accredited Investors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Accredited Investors’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 		$42.7M Sell
701,724
-21,328
-3% -$1.28M 1.84% 17
2026
Q1 		$40.9M Sell
723,052
-9,903
-1% -$574K 2.2% 14
2025
Q4 		$41.6M Sell
732,955
-34,552
-5% -$1.94M 2.21% 15
2025
Q3 		$42.5M Sell
767,507
-20,976
-3% -$1.13M 2.37% 15
2025
Q2 		$41.3M Sell
788,483
-38,485
-5% -$1.92M 2.44% 14
2025
Q1 		$42.2M Sell
826,968
-20,208
-2% -$1.05M 2.62% 14
2024
Q4 		$43.3M Sell
847,176
-16,645
-2% -$886K 2.54% 14
2024
Q3 		$45.7M Sell
863,821
-15,476
-2% -$788K 2.61% 15
2024
Q2 		$42.9M Sell
879,297
-30,223
-3% -$1.48M 2.67% 15
2024
Q1 		$45.6M Sell
909,520
-49,356
-5% -$2.35M 2.93% 14
2023
Q4 		$44.7M Sell
958,876
-59,789
-6% -$2.58M 3.17% 13
2023
Q3 		$42M Sell
1,018,665
-913,058
-47% -$39.5M 3.15% 14
2023
Q2 		$83.5M Sell
1,931,723
-16,883
-0.9% -$697K 5.95% 4
2023
Q1 		$79.3M Buy
1,948,606
+86,827
+5% +$3.52M 6.02% 3
2022
Q4 		$72.4M Buy
1,861,779
+645,329
+53% +$24.7M 6.12% 3
2022
Q3 		$42M Sell
1,216,450
-15,662
-1% -$594K 4.87% 6
2022
Q2 		$45.4M Sell
1,232,112
-619,978
-33% -$24.6M 5.38% 5
2022
Q1 		$77.3M Buy
1,852,090
+29,544
+2% +$1.22M 6.96% 1
2021
Q4 		$76.5M Buy
1,822,546
+32,152
+2% +$1.31M 6.82% 2
2021
Q3 		$69.8M Buy
1,790,394
+39,418
+2% +$1.57M 7.54% 2
2021
Q2 		$69.2M Buy
1,750,976
+42,459
+2% +$1.68M 7.08% 2
2021
Q1 		$64.8M Buy
1,708,517
+91,050
+6% +$3.29M 8.67% 1
2020
Q4 		$55.6M Buy
1,617,467
+13,344
+0.8% +$434K 9.32% 2
2020
Q3 		$48.4M Buy
1,604,123
+36,914
+2% +$1.12M 10.15% 1
2020
Q2 		$45.4M Sell
1,567,209
-350,503
-18% -$9.99M 9.25% 2
2020
Q1 		$49.6M Buy
1,917,712
+462,213
+32% +$14.8M 11.66% 2
2019
Q4 		$50.8M Buy
1,455,499
+386,594
+36% +$12.9M 8.63% 2
2019
Q3 		$34.2M Buy
1,068,905
+38,208
+4% +$1.2M 6.58% 4
2019
Q2 		$32.2M Buy
1,030,697
+42,360
+4% +$1.3M 6.31% 5
2019
Q1 		$29.9M Buy
988,337
+85,555
+9% +$2.52M 6.03% 5
2018
Q4 		$24.5M Buy
902,782
+468,762
+108% +$13.8M 5.48% 6
2018
Q3 		$13.5M Buy
+434,020
New +$13.4M 3.34% 12

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Accredited Investors's SPYV Position: Q2 2026 in Review

Accredited Investors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.9% in Q2 2026, selling an estimated $1.28M and leaving 701,724 shares worth $42.7M. The position accounts for 1.84% of the portfolio, ranked #17.

Accredited Investors first reported a position in SPYV in Q3 2018 and has held it in 32 quarters since. The position peaked at $83.5M in Q2 2023. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Accredited Investors held 701,724 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $42.7M as of Q2 2026.
  • Accredited Investors sold 21,328 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.28M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 1.84% of Accredited Investors's portfolio in Q2 2026, its #17 holding.
  • Accredited Investors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2018 and has held it in 32 quarters since.
  • Accredited Investors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $83.5M in Q2 2023.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.