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

Apollon Financial’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	$1.91M	Buy	33,776 +6,357	+23%	+$369K	0.26%	89
2025 Q4	$1.56M	Sell	27,419 -680	-2%	-$38.2K	0.23%	93
2025 Q3	$1.55M	Sell	28,099 -210	-0.7%	-$11.3K	0.26%	82
2025 Q2	$1.48M	Sell	28,309 -1,108	-4%	-$55.4K	0.31%	76
2025 Q1	$1.5M	Buy	29,417 +1,193	+4%	+$61.9K	0.35%	69
2024 Q4	$1.44M	Sell	28,224 -281	-1%	-$15K	0.36%	65
2024 Q3	$1.51M	Buy	28,505 +1,369	+5%	+$69.7K	0.44%	51
2024 Q2	$1.32M	Sell	27,136 -1,141	-4%	-$55.8K	0.43%	49
2024 Q1	$1.42M	Sell	28,277 -3,154	-10%	-$150K	0.49%	43
2023 Q4	$1.47M	Buy	+31,431	New	+$1.36M	0.58%	40

Other funds holding SPYV

Financial Engines Advisors

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

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

JP Morgan Chase

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

Raymond James Financial

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