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

Aptus Capital 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
Q2 		$588K Buy
9,679
+614
+7% +$36.7K ﹤0.01% 744
2026
Q1 		$513K Buy
9,065
+503
+6% +$29.2K ﹤0.01% 712
2025
Q4 		$486K Buy
8,562
+1,358
+19% +$76.3K ﹤0.01% 738
2025
Q3 		$399K Buy
7,204
+253
+4% +$13.6K ﹤0.01% 761
2025
Q2 		$364K Sell
6,951
-518
-7% -$25.9K ﹤0.01% 766
2025
Q1 		$381K Buy
7,469
+1,806
+32% +$93.7K ﹤0.01% 718
2024
Q4 		$290K Buy
5,663
+1,720
+44% +$91.5K ﹤0.01% 777
2024
Q3 		$208K Buy
3,943
+1,904
+93% +$96.9K ﹤0.01% 754
2024
Q2 		$99.4K Buy
2,039
+848
+71% +$41.4K ﹤0.01% 822
2024
Q1 		$59.7K Sell
1,191
-307
-20% -$14.6K ﹤0.01% 873
2023
Q4 		$69.9K Buy
1,498
+567
+61% +$24.5K ﹤0.01% 644
2023
Q3 		$38.4K Buy
931
+736
+377% +$31.9K ﹤0.01% 713
2023
Q2 		$8.42K Hold
195
– – ﹤0.01% 708
2023
Q1 		$7.94K Sell
195
-71
-27% -$2.88K ﹤0.01% 700
2022
Q4 		$10.3K Hold
266
– – ﹤0.01% 697
2022
Q3 		$9K Hold
266
– – ﹤0.01% 672
2022
Q2 		$10K Hold
266
– – ﹤0.01% 574
2022
Q1 		$11K Buy
266
+71
+36% +$2.93K ﹤0.01% 601
2021
Q4 		$8K Hold
195
– – ﹤0.01% 510
2021
Q3 		$8K Hold
195
– – ﹤0.01% 485
2021
Q2 		$8K Sell
195
-250
-56% -$9.88K ﹤0.01% 510
2021
Q1 		$17K Hold
445
– – ﹤0.01% 438
2020
Q4 		$15K Buy
445
+195
+78% +$6.34K ﹤0.01% 403
2020
Q3 		$7K Hold
250
– – ﹤0.01% 428
2020
Q2 		$7K Hold
250
– – ﹤0.01% 380
2020
Q1 		$6K Hold
250
– – ﹤0.01% 373
2019
Q4 		$8K Buy
+250
New +$8.35K ﹤0.01% 461

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

Aptus Capital Advisors's SPYV Position: Q2 2026 in Review

Aptus Capital Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.8% in Q2 2026, buying an estimated $36.7K and bringing the position to 9,679 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Aptus Capital Advisors first reported a position in SPYV in Q4 2019 and has held it in 27 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Aptus Capital Advisors held 9,679 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $588K as of Q2 2026.
  • Aptus Capital Advisors bought 614 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $36.7K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #744 holding.
  • Aptus Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.