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

ArborFi 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	$2.67M	Buy	47,153 +810	+2%	+$47K	2.18%	15
2025 Q4	$2.63M	Buy	46,343 +2,834	+7%	+$159K	2.14%	14
2025 Q3	$2.41M	Sell	43,509 -2,679	-6%	-$144K	1.96%	15
2025 Q2	$2.42M	Buy	46,188 +3,231	+8%	+$161K	2.13%	13
2025 Q1	$2.19M	Sell	42,957 -1,250	-3%	-$64.8K	2.18%	12
2024 Q4	$2.26M	Buy	+44,207	New	+$2.35M	2.27%	12

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

ArborFi Advisors's SPYV Position: Q1 2026 in Review

ArborFi Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.7% in Q1 2026, buying an estimated $47K and bringing the position to 47,153 shares worth $2.67M. The position accounts for 2.18% of the portfolio, ranked #15.

ArborFi Advisors first reported a position in SPYV in Q4 2024 and has held it in 6 quarters since. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

ArborFi Advisors held 47,153 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.67M as of Q1 2026.
ArborFi Advisors bought 810 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $47K.
State Street SPDR Portfolio S&P 500 Value ETF made up 2.18% of ArborFi Advisors's portfolio in Q1 2026, its #15 holding.
ArborFi Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

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