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

Arbor Trust Wealth 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	$6.62M	Sell	117,067 -281	-0.2%	-$16.3K	2.91%	10
2025 Q4	$6.67M	Buy	117,348 +1,949	+2%	+$109K	2.92%	11
2025 Q3	$6.39M	Buy	115,399 +8,156	+8%	+$439K	2.88%	11
2025 Q2	$5.61M	Sell	107,243 -15,057	-12%	-$752K	2.75%	12
2025 Q1	$6.25M	Buy	122,300 +9,202	+8%	+$477K	2.93%	10
2024 Q4	$5.78M	Buy	113,098 +13,308	+13%	+$708K	2.71%	11
2024 Q3	$4.86M	Hold	99,790	–	–	2.55%	14
2024 Q2	$4.86M	Buy	99,790 +11,199	+13%	+$547K	2.55%	14
2024 Q1	$4.32M	Buy	88,591 +67,816	+326%	+$3.23M	2.37%	14
2023 Q4	$969K	Buy	+20,775	New	+$896K	0.58%	41

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

Arbor Trust Wealth Advisors's SPYV Position: Q1 2026 in Review

Arbor Trust Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.24% in Q1 2026, selling an estimated $16.3K and leaving 117,067 shares worth $6.62M. The position accounts for 2.91% of the portfolio, ranked #10.

Arbor Trust Wealth Advisors first reported a position in SPYV in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.67M in Q4 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Arbor Trust Wealth Advisors held 117,067 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $6.62M as of Q1 2026.
Arbor Trust Wealth Advisors sold 281 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $16.3K.
State Street SPDR Portfolio S&P 500 Value ETF made up 2.91% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #10 holding.
Arbor Trust Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 10 quarters since.
Arbor Trust Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $6.67M in Q4 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.