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

American Money 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	$1.25M	Sell	20,502 -54,399	-73%	-$3.26M	0.18%	71
2026 Q1	$4.24M	Buy	74,901 +569	+0.8%	+$33K	0.67%	47
2025 Q4	$4.22M	Buy	74,332 +1,376	+2%	+$77.3K	0.66%	48
2025 Q3	$4.04M	Sell	72,956 -1,279	-2%	-$68.9K	0.67%	46
2025 Q2	$3.89M	Sell	74,235 -1,102	-1%	-$55.1K	0.69%	47
2025 Q1	$3.85M	Sell	75,337 -427	-0.6%	-$22.1K	0.73%	47
2024 Q4	$3.87M	Sell	75,764 -1,596	-2%	-$84.9K	0.76%	44
2024 Q3	$4.09M	Buy	77,360 +2,320	+3%	+$118K	0.82%	44
2024 Q2	$3.66M	Buy	75,040 +20	+0%	+$978	0.78%	44
2024 Q1	$3.76M	Sell	75,020 -7,275	-9%	-$347K	0.78%	46
2023 Q4	$3.84M	Sell	82,295 -31,124	-27%	-$1.34M	0.86%	43
2023 Q3	$4.68M	Buy	113,419 +811	+0.7%	+$35.1K	1.2%	29
2023 Q2	$4.86M	Sell	112,608 -803	-0.7%	-$33.2K	1.21%	30
2023 Q1	$4.62M	Buy	113,411 +4,538	+4%	+$184K	1.23%	32
2022 Q4	$4.23M	Buy	108,873 +5,206	+5%	+$199K	1.21%	36
2022 Q3	$3.58M	Buy	103,667 +6,502	+7%	+$247K	1.09%	38
2022 Q2	$3.58M	Buy	97,165 +9,333	+11%	+$370K	1.04%	39
2022 Q1	$3.67M	Sell	87,832 -1,300	-1%	-$53.6K	0.97%	39
2021 Q4	$3.74M	Buy	89,132 +1,179	+1%	+$48.1K	0.97%	41
2021 Q3	$3.43M	Sell	87,953 -2,615	-3%	-$104K	0.97%	42
2021 Q2	$3.58M	Sell	90,568 -4,130	-4%	-$163K	1.21%	39
2021 Q1	$3.59M	Sell	94,698 -3,521	-4%	-$127K	1.34%	33
2020 Q4	$3.38M	Buy	98,219 +4,885	+5%	+$159K	1.32%	34
2020 Q3	$2.82M	Buy	93,334 +3,108	+3%	+$94.4K	1.28%	37
2020 Q2	$2.62M	Buy	90,226 +2,078	+2%	+$59.2K	1.22%	37
2020 Q1	$2.28M	Sell	88,148 -744	-0.8%	-$23.8K	1.28%	38
2019 Q4	$3.1M	Buy	88,892 +2,733	+3%	+$91.3K	1.45%	34
2019 Q3	$2.75M	Buy	+86,159	New	+$2.71M	1.47%	32

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

American Money Management's SPYV Position: Q2 2026 in Review

American Money Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 73% in Q2 2026, selling an estimated $3.26M and leaving 20,502 shares worth $1.25M. The position accounts for 0.18% of the portfolio, ranked #71.

American Money Management first reported a position in SPYV in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.86M in Q2 2023. 1,211 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

American Money Management held 20,502 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.25M as of Q2 2026.
American Money Management sold 54,399 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $3.26M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.18% of American Money Management's portfolio in Q2 2026, its #71 holding.
American Money Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2019 and has held it in 28 quarters since.
American Money Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.86M in Q2 2023.
1,211 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.