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

AMG National Trust Bank’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 		$394K Buy
+6,476
New +$388K 0.01% 352

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CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

AMG National Trust Bank's SPYV Position: Q2 2026 in Review

AMG National Trust Bank opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 6,476 shares worth $394K. The stake represents 0.01% of the portfolio and ranks #352 among its holdings.

835 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • AMG National Trust Bank held 6,476 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $394K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF was a new AMG National Trust Bank position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of AMG National Trust Bank's portfolio in Q2 2026, its #352 holding.
  • 835 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.