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 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 $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Advisor Resource Council's SPYV Position: Q1 2026 in Review

Advisor Resource Council increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 7.5% in Q1 2026, buying an estimated $16.7K and bringing the position to 4,112 shares worth $233K. The position accounts for 0.08% of the portfolio, ranked #201.

Advisor Resource Council first reported a position in SPYV in Q2 2021 and has held it in 9 quarters since. The position peaked at $21.2M in Q2 2022. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Advisor Resource Council held 4,112 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $233K as of Q1 2026.
Advisor Resource Council bought 288 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $16.7K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.08% of Advisor Resource Council's portfolio in Q1 2026, its #201 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 9 quarters since.
Advisor Resource Council's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $21.2M in Q2 2022.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.