Advisor Resource Council’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Advisor Resource Council’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	$238K	Sell	3,852 -260	-6%	-$15.6K	0.07%	235
2026 Q1	$233K	Buy	4,112 +288	+8%	+$16.7K	0.08%	201
2025 Q4	$224K	Buy	+3,824	New	+$215K	0.08%	222
2025 Q2	–	Sell	-314,080	Closed	-$16M	–	534
2025 Q1	$16M	Buy	314,080 +302,705	+2,661%	+$15.7M	1.29%	12
2024 Q4	$582K	Buy	+11,375	New	+$605K	0.42%	27
2024 Q1	–	Sell	-272,230	Closed	-$12.7M	–	487
2023 Q4	$12.7M	Buy	+272,230	New	+$11.7M	1.48%	9
2022 Q3	–	Sell	-575,793	Closed	-$21.2M	–	457
2022 Q2	$21.2M	Buy	+575,793	New	+$22.8M	1.97%	5
2022 Q1	–	Sell	-403,100	Closed	-$16.9M	–	498
2021 Q4	$16.9M	Buy	403,100 +395,813	+5,432%	+$16.2M	1.32%	13
2021 Q3	$282K	Sell	7,287 -318,525	-98%	-$12.7M	0.09%	179
2021 Q2	$12.9M	Buy	+325,812	New	+$12.9M	1.34%	13

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

Advisor Resource Council's SPYV Position: Q2 2026 in Review

Advisor Resource Council reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.3% in Q2 2026, selling an estimated $15.6K and leaving 3,852 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #235.

Advisor Resource Council first reported a position in SPYV in Q2 2021 and has held it in 10 quarters since. The position peaked at $21.2M in Q2 2022. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Advisor Resource Council held 3,852 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $238K as of Q2 2026.
Advisor Resource Council sold 260 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $15.6K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.07% of Advisor Resource Council's portfolio in Q2 2026, its #235 holding.
Advisor Resource Council first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2021 and has held it in 10 quarters since.
Advisor Resource Council's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $21.2M in Q2 2022.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.