ACA
SPYV icon

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

Ackerman Capital 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
Q1 		$23.3M Sell
411,446
-5,689
-1% -$330K 4.77% 6
2025
Q4 		$23.7M Sell
417,135
-140,116
-25% -$7.87M 4.76% 5
2025
Q3 		$30.8M Buy
557,251
+86,115
+18% +$4.64M 6.45% 3
2025
Q2 		$24.7M Buy
471,136
+176,967
+60% +$8.84M 5.73% 4
2025
Q1 		$15M Buy
294,169
+13,668
+5% +$709K 3.97% 5
2024
Q4 		$14.3M Buy
280,501
+7,956
+3% +$423K 3.76% 6
2024
Q3 		$14.4M Buy
272,545
+3,718
+1% +$189K 3.72% 6
2024
Q2 		$13.1M Sell
268,827
-98,174
-27% -$4.8M 3.47% 6
2024
Q1 		$18.4M Sell
367,001
-23,297
-6% -$1.11M 5.08% 3
2023
Q4 		$18.2M Sell
390,298
-44,269
-10% -$1.91M 5.1% 3
2023
Q3 		$17.9M Sell
434,567
-106,777
-20% -$4.62M 4.99% 4
2023
Q2 		$23.4M Sell
541,344
-22,016
-4% -$909K 6.07% 2
2023
Q1 		$22.9M Buy
563,360
+30,470
+6% +$1.23M 5.94% 2
2022
Q4 		$20.7M Sell
532,890
-145,683
-21% -$5.58M 5.57% 2
2022
Q3 		$23.4M Buy
678,573
+115,233
+20% +$4.37M 6.65% 2
2022
Q2 		$20.7M Buy
563,340
+150,965
+37% +$5.98M 5.59% 4
2022
Q1 		$17.2M Buy
412,375
+61,260
+17% +$2.53M 4.05% 6
2021
Q4 		$14.7M Sell
351,115
-2,526
-0.7% -$103K 3.38% 7
2021
Q3 		$13.8M Buy
353,641
+107,979
+44% +$4.31M 3.16% 8
2021
Q2 		$9.71M Buy
245,662
+158,100
+181% +$6.25M 2.27% 14
2021
Q1 		$3.32M Buy
87,562
+4,445
+5% +$161K 0.81% 25
2020
Q4 		$2.86M Buy
83,117
+17,201
+26% +$559K 0.73% 24
2020
Q3 		$1.99M Sell
65,916
-12,859
-16% -$391K 0.55% 26
2020
Q2 		$2.28M Sell
78,775
-132,103
-63% -$3.77M 0.68% 26
2020
Q1 		$5.45M Buy
+210,878
New +$6.73M 2.12% 14

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

Ackerman Capital Advisors's SPYV Position: Q1 2026 in Review

Ackerman Capital Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.4% in Q1 2026, selling an estimated $330K and leaving 411,446 shares worth $23.3M. The position accounts for 4.77% of the portfolio, ranked #6.

Ackerman Capital Advisors first reported a position in SPYV in Q1 2020 and has held it in 25 quarters since. The position peaked at $30.8M in Q3 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Ackerman Capital Advisors held 411,446 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $23.3M as of Q1 2026.
  • Ackerman Capital Advisors sold 5,689 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $330K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 4.77% of Ackerman Capital Advisors's portfolio in Q1 2026, its #6 holding.
  • Ackerman Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2020 and has held it in 25 quarters since.
  • Ackerman Capital Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $30.8M in Q3 2025.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Ackerman Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.