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

Americana Partners’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	$336K	Sell	5,533 -961	-15%	-$57.5K	0.01%	461
2026 Q1	$367K	Buy	6,494 +17	+0.3%	+$986	0.01%	394
2025 Q4	$368K	Buy	6,477 +1,960	+43%	+$110K	0.01%	367
2025 Q3	$250K	Buy	4,517 +131	+3%	+$7.05K	0.01%	412
2025 Q2	$230K	Buy	+4,386	New	+$219K	0.01%	391

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

Americana Partners's SPYV Position: Q2 2026 in Review

Americana Partners reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 15% in Q2 2026, selling an estimated $57.5K and leaving 5,533 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #461.

Americana Partners first reported a position in SPYV in Q2 2025 and has held it in 5 quarters since. The position peaked at $368K in Q4 2025. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Americana Partners held 5,533 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $336K as of Q2 2026.
Americana Partners sold 961 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $57.5K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Americana Partners's portfolio in Q2 2026, its #461 holding.
Americana Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
Americana Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $368K in Q4 2025.
1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.