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 Q2	$20.9M	Sell	343,550 -67,896	-17%	-$4.06M	4.21%	6
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 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

Ackerman Capital Advisors's SPYV Position: Q2 2026 in Review

Ackerman Capital Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 17% in Q2 2026, selling an estimated $4.06M and leaving 343,550 shares worth $20.9M. The position accounts for 4.21% of the portfolio, ranked #6.

Ackerman Capital Advisors first reported a position in SPYV in Q1 2020 and has held it in 26 quarters since. The position peaked at $30.8M in Q3 2025. 1,216 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Ackerman Capital Advisors held 343,550 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $20.9M as of Q2 2026.
Ackerman Capital Advisors sold 67,896 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $4.06M.
State Street SPDR Portfolio S&P 500 Value ETF made up 4.21% of Ackerman Capital Advisors's portfolio in Q2 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 26 quarters since.
Ackerman Capital Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $30.8M in Q3 2025.
1,216 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.