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SPYV icon

AIFG Consultants’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

AIFG Consultants’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
2025
Q4 		$819K Sell
14,414
-184
-1% -$10.3K 1.41% 18
2025
Q3 		$808K Sell
14,598
-26
-0.2% -$1.4K 1.42% 20
2025
Q2 		$765K Sell
14,624
-1,101
-7% -$55K 1.49% 19
2025
Q1 		$803K Sell
15,725
-433
-3% -$22.5K 1.32% 22
2024
Q4 		$826K Sell
16,158
-253
-2% -$13.5K 1.35% 23
2024
Q3 		$867K Hold
16,411
– – 0.66% 24
2024
Q2 		$800K Hold
16,411
– – 0.59% 22
2024
Q1 		$822K Hold
16,411
– – 0.59% 21
2023
Q4 		$765K Sell
16,411
-1,897
-10% -$81.8K 0.58% 19
2023
Q3 		$755K Sell
18,308
-263
-1% -$11.4K 0.63% 18
2023
Q2 		$802K Buy
18,571
+3,907
+27% +$161K 0.64% 20
2023
Q1 		$597K Sell
14,664
-684
-4% -$27.7K 0.51% 21
2022
Q4 		$597K Buy
+15,348
New +$588K 0.58% 21

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIFG Consultants's SPYV Position: Q4 2025 in Review

AIFG Consultants reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.3% in Q4 2025, selling an estimated $10.3K and leaving 14,414 shares worth $819K. The position accounts for 1.41% of the portfolio, ranked #18.

AIFG Consultants first reported a position in SPYV in Q4 2022 and has held it in 13 quarters since. The position peaked at $867K in Q3 2024. 1,154 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

  • AIFG Consultants held 14,414 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $819K as of Q4 2025.
  • AIFG Consultants sold 184 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $10.3K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 1.41% of AIFG Consultants's portfolio in Q4 2025, its #18 holding.
  • AIFG Consultants first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 13 quarters since.
  • AIFG Consultants's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $867K in Q3 2024.
  • 1,154 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.