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 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 $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

Altman Advisors's SPYV Position: Q1 2026 in Review

Altman Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.5% in Q1 2026, buying an estimated $128K and bringing the position to 144,374 shares worth $1.66M. The position accounts for 0.69% of the portfolio, ranked #67.

Altman Advisors first reported a position in SPYV in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.85M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Altman Advisors held 144,374 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.66M as of Q1 2026.
Altman Advisors bought 2,198 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $128K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.69% of Altman Advisors's portfolio in Q1 2026, its #67 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 12 quarters since.
Altman Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.85M in Q4 2025.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.