AG
SPYV icon

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

AmeriFlex Group’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 		– Sell
-92
Closed -$5.21K – 1612
2026
Q1 		$5.21K Hold
92
– – ﹤0.01% 831
2025
Q4 		$5.23K Buy
+92
New +$5.17K ﹤0.01% 842
2025
Q3 		– Sell
-5,725
Closed -$297K – 1333
2025
Q2 		$297K Buy
5,725
+2,617
+84% +$131K 0.16% 127
2025
Q1 		$159K Buy
3,108
+1,923
+162% +$99.7K 0.06% 263
2024
Q4 		$62.3K Buy
+1,185
New +$63.1K 0.03% 392

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AmeriFlex Group's SPYV Position: Q2 2026 in Review

AmeriFlex Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026, closing a stake of 92 shares — an estimated $5.21K sold.

AmeriFlex Group first reported a position in SPYV in Q4 2024 and held it in 5 quarters. The position peaked at $297K in Q2 2025. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • AmeriFlex Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • AmeriFlex Group sold 92 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $5.21K.
  • AmeriFlex Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and held it in 5 quarters.
  • AmeriFlex Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $297K in Q2 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 AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.