Advyzon Investment Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Advyzon Investment Management’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	$3.22M	Sell	53,016 -2,770	-5%	-$166K	0.23%	99
2026 Q1	$3.16M	Buy	55,786 +16,050	+40%	+$931K	0.28%	83
2025 Q4	$2.26M	Buy	39,736 +8,477	+27%	+$476K	0.26%	94
2025 Q3	$1.73M	Buy	31,259 +17,721	+131%	+$954K	0.3%	74
2025 Q2	$709K	Buy	+13,538	New	+$677K	0.16%	129

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

Advyzon Investment Management's SPYV Position: Q2 2026 in Review

Advyzon Investment Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5% in Q2 2026, selling an estimated $166K and leaving 53,016 shares worth $3.22M. The position accounts for 0.23% of the portfolio, ranked #99.

Advyzon Investment Management first reported a position in SPYV in Q2 2025 and has held it in 5 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Advyzon Investment Management held 53,016 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.22M as of Q2 2026.
Advyzon Investment Management sold 2,770 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $166K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.23% of Advyzon Investment Management's portfolio in Q2 2026, its #99 holding.
Advyzon Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.