American National Bank & Trust’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

American National Bank & Trust’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	–	Sell	-260	Closed	-$14.4K	–	758
2025 Q3	$14.4K	Hold	260	–	–	﹤0.01%	491
2025 Q2	$13.6K	Hold	260	–	–	﹤0.01%	515
2025 Q1	$13.3K	Hold	260	–	–	﹤0.01%	452
2024 Q4	$13.3K	Hold	260	–	–	﹤0.01%	424
2024 Q3	$13.7K	Sell	260 -253	-49%	-$12.9K	﹤0.01%	398
2024 Q2	$25K	Hold	513	–	–	﹤0.01%	383
2024 Q1	$25.7K	Hold	513	–	–	﹤0.01%	369
2023 Q4	$23.9K	Buy	513 +433	+541%	+$18.7K	﹤0.01%	351
2023 Q3	$3.3K	Hold	80	–	–	﹤0.01%	488
2023 Q2	$3.46K	Hold	80	–	–	﹤0.01%	469
2023 Q1	$3.26K	Hold	80	–	–	﹤0.01%	462
2022 Q4	$3K	Buy	+80	New	+$3.06K	﹤0.01%	472

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American National Bank & Trust's SPYV Position: Q4 2025 in Review

American National Bank & Trust sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2025, closing a stake of 260 shares — an estimated $14.4K sold.

American National Bank & Trust first reported a position in SPYV in Q4 2022 and held it in 12 quarters. The position peaked at $25.7K in Q1 2024. 1,163 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

American National Bank & Trust reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
American National Bank & Trust sold 260 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $14.4K.
American National Bank & Trust first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and held it in 12 quarters.
American National Bank & Trust's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $25.7K in Q1 2024.
1,163 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on American National Bank & Trust's 13F filing for Q4 2025, filed 20 Jan 2026.