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

Ancora Advisors’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 Q1	$168K	Sell	2,961 -34	-1%	-$1.97K	﹤0.01%	756
2025 Q4	$170K	Sell	2,995 -24	-0.8%	-$1.35K	﹤0.01%	782
2025 Q3	$167K	Hold	3,019	–	–	﹤0.01%	756
2025 Q2	$158K	Sell	3,019 -2	-0.1%	-$100	﹤0.01%	776
2025 Q1	$154K	Sell	3,021 -466	-13%	-$24.2K	﹤0.01%	777
2024 Q4	$178K	Buy	3,487 +148	+4%	+$7.88K	﹤0.01%	735
2024 Q3	$177K	Buy	3,339 +1,132	+51%	+$57.6K	﹤0.01%	717
2024 Q2	$108K	Sell	2,207 -278	-11%	-$13.6K	﹤0.01%	788
2024 Q1	$124K	Sell	2,485 -85	-3%	-$4.05K	﹤0.01%	773
2023 Q4	$120K	Sell	2,570 -9,248	-78%	-$399K	﹤0.01%	770
2023 Q3	$488K	Buy	11,818 +3,613	+44%	+$156K	0.01%	478
2023 Q2	$354K	Buy	8,205 +705	+9%	+$29.1K	0.01%	527
2023 Q1	$305K	Buy	7,500 +6	+0.1%	+$243	0.01%	572
2022 Q4	$291K	Hold	7,494	–	–	0.01%	594
2022 Q3	$258K	Sell	7,494 -4,671	-38%	-$177K	0.01%	668
2022 Q2	$448K	Buy	12,165 +4,997	+70%	+$198K	0.01%	552
2022 Q1	$299K	Buy	+7,168	New	+$296K	0.01%	689
2021 Q2	–	Sell	-23	Closed	-$1K	–	2004
2021 Q1	$1K	Buy	23 +18	+360%	+$651	﹤0.01%	1697
2020 Q4	$0	Buy	+5	New	+$162	﹤0.01%	1531

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ancora Advisors's SPYV Position: Q1 2026 in Review

Ancora Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.1% in Q1 2026, selling an estimated $1.97K and leaving 2,961 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Ancora Advisors first reported a position in SPYV in Q4 2020 and has held it in 19 quarters since. The position peaked at $488K in Q3 2023. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Ancora Advisors held 2,961 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $168K as of Q1 2026.
Ancora Advisors sold 34 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $1.97K.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #756 holding.
Ancora Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2020 and has held it in 19 quarters since.
Ancora Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $488K in Q3 2023.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.