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 Q2	$7.26M	Buy	119,427 +2,360	+2%	+$141K	2.93%	10
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 $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arbor Trust Wealth Advisors's SPYV Position: Q2 2026 in Review

Arbor Trust Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2% in Q2 2026, buying an estimated $141K and bringing the position to 119,427 shares worth $7.26M. The position accounts for 2.93% of the portfolio, ranked #10.

Arbor Trust Wealth Advisors first reported a position in SPYV in Q4 2023 and has held it in 11 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Arbor Trust Wealth Advisors held 119,427 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $7.26M as of Q2 2026.
Arbor Trust Wealth Advisors bought 2,360 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $141K.
State Street SPDR Portfolio S&P 500 Value ETF made up 2.93% of Arbor Trust Wealth Advisors's portfolio in Q2 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 11 quarters since.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.