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

Altman Advisors’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	$1.84M	Buy	158,875 +14,501	+10%	+$868K	0.66%	63
2026 Q1	$1.66M	Buy	144,374 +2,198	+2%	+$128K	0.69%	67
2025 Q4	$1.85M	Buy	142,176 +3,512	+3%	+$197K	0.7%	63
2025 Q3	$1.8M	Buy	138,664 +5,808	+4%	+$313K	0.69%	65
2025 Q2	$1.74M	Buy	132,856 +2,920	+2%	+$146K	0.71%	69
2025 Q1	$1.62M	Buy	129,936 +42,047	+48%	+$2.18M	0.75%	69
2024 Q4	$1.15M	Buy	87,889 +66,345	+308%	+$3.53M	0.49%	83
2024 Q3	$1.14M	Buy	21,544 +89	+0.4%	+$4.53K	0.51%	84
2024 Q2	$1.05M	Buy	21,455 +779	+4%	+$38.1K	0.59%	66
2024 Q1	$1.03M	Buy	20,676 +369	+2%	+$17.6K	0.5%	88
2023 Q4	$947K	Buy	20,307 +596	+3%	+$25.7K	0.5%	78
2023 Q3	$813K	Buy	+19,711	New	+$854K	0.51%	83
2023 Q1	$677	Buy	+16,716	New	+$677K	﹤0.01%	77

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

Altman Advisors's SPYV Position: Q2 2026 in Review

Altman Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 10% in Q2 2026, buying an estimated $868K and bringing the position to 158,875 shares worth $1.84M. The position accounts for 0.66% of the portfolio, ranked #63.

Altman Advisors first reported a position in SPYV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.85M in Q4 2025. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Altman Advisors held 158,875 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.84M as of Q2 2026.
Altman Advisors bought 14,501 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $868K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.66% of Altman Advisors's portfolio in Q2 2026, its #63 holding.
Altman Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and has held it in 13 quarters since.
Altman Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.85M in Q4 2025.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Altman Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.