Ameritas Advisory Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Ameritas Advisory Services’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	$4.41M	Buy	72,527 +20,308	+39%	+$1.22M	0.09%	218
2026 Q1	$2.95M	Sell	52,219 -11,547	-18%	-$670K	0.11%	173
2025 Q4	$3.62M	Sell	63,766 -7,847	-11%	-$441K	0.14%	143
2025 Q3	$3.96M	Sell	71,613 -809	-1%	-$43.6K	0.26%	77
2025 Q2	$3.79M	Sell	72,422 -26,686	-27%	-$1.33M	0.2%	112
2025 Q1	$5.07M	Sell	99,108 -6,797	-6%	-$353K	0.2%	111
2024 Q4	$5.42M	Buy	105,905 +25,316	+31%	+$1.35M	0.19%	112
2024 Q3	$4.26M	Sell	80,589 -2,448	-3%	-$125K	0.18%	124
2024 Q2	$4.05M	Buy	83,037 +23,793	+40%	+$1.16M	0.15%	137
2024 Q1	$2.9M	Buy	59,244 +39,613	+202%	+$1.89M	0.12%	184
2023 Q4	$921K	Buy	19,631 +1,315	+7%	+$56.7K	0.05%	304
2023 Q3	$755K	Buy	18,316 +10,265	+127%	+$445K	0.04%	404
2023 Q2	$345K	Sell	8,051 -4,579	-36%	-$189K	0.04%	378
2023 Q1	$516K	Sell	12,630 -5,304	-30%	-$215K	0.03%	471
2022 Q4	$697K	Buy	17,934 +6,540	+57%	+$251K	0.03%	441
2022 Q3	$393K	Sell	11,394 -383	-3%	-$14.5K	0.02%	502
2022 Q2	$434K	Sell	11,777 -6,423	-35%	-$254K	0.03%	495
2022 Q1	$760K	Buy	18,200 +2,346	+15%	+$96.8K	0.03%	401
2021 Q4	$666K	Buy	+15,854	New	+$647K	0.02%	428

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

Ameritas Advisory Services's SPYV Position: Q2 2026 in Review

Ameritas Advisory Services increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 39% in Q2 2026, buying an estimated $1.22M and bringing the position to 72,527 shares worth $4.41M. The position accounts for 0.09% of the portfolio, ranked #218.

Ameritas Advisory Services first reported a position in SPYV in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.42M in Q4 2024. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Ameritas Advisory Services held 72,527 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $4.41M as of Q2 2026.
Ameritas Advisory Services bought 20,308 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.22M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.09% of Ameritas Advisory Services's portfolio in Q2 2026, its #218 holding.
Ameritas Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $5.42M in Q4 2024.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.