AFO
SPYV icon

Allie Family Office’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Allie Family Office’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 		$405K Hold
7,159
– – 0.18% 67
2025
Q4 		$407K Hold
7,159
– – 0.19% 65
2025
Q3 		$396K Buy
+7,159
New +$386K 0.19% 65

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 $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Allie Family Office's SPYV Position: Q1 2026 in Review

Allie Family Office held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2026 at 7,159 shares worth $405K. The position accounts for 0.18% of the portfolio, ranked #67.

Allie Family Office first reported a position in SPYV in Q3 2025 and has held it in 3 quarters since. The position peaked at $407K in Q4 2025. 1,177 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Allie Family Office held 7,159 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $405K as of Q1 2026.
  • Allie Family Office left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.18% of Allie Family Office's portfolio in Q1 2026, its #67 holding.
  • Allie Family Office first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Allie Family Office's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $407K in Q4 2025.
  • 1,177 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.