Arrowroot Family Office’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Arrowroot Family Office’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	$256K	Sell	4,529 -256	-5%	-$14.8K	0.08%	139
2025 Q4	$272K	Buy	4,785 +12	+0.3%	+$674	0.1%	124
2025 Q3	$264K	Sell	4,773 -155	-3%	-$8.35K	0.11%	125
2025 Q2	$258K	Buy	+4,928	New	+$246K	0.12%	123
2024 Q4	$316K	Buy	6,186 +808	+15%	+$43K	0.16%	101
2024 Q3	$284K	Buy	5,378 +5	+0.1%	+$254	0.17%	104
2024 Q2	$262K	Sell	5,373 -842	-14%	-$41.2K	0.17%	103
2024 Q1	$311K	Sell	6,215 -165	-3%	-$7.87K	0.2%	99
2023 Q4	$297K	Buy	6,380 +6	+0.1%	+$259	0.21%	101
2023 Q3	$263K	Sell	6,374 -3,760	-37%	-$163K	0.21%	104
2023 Q2	$438K	Sell	10,134 -3,406	-25%	-$141K	0.33%	76
2023 Q1	$551K	Buy	+13,540	New	+$549K	0.47%	57

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

Arrowroot Family Office's SPYV Position: Q1 2026 in Review

Arrowroot Family Office reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5.4% in Q1 2026, selling an estimated $14.8K and leaving 4,529 shares worth $256K. The position accounts for 0.08% of the portfolio, ranked #139.

Arrowroot Family Office first reported a position in SPYV in Q1 2023 and has held it in 12 quarters since. The position peaked at $551K in Q1 2023. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Arrowroot Family Office held 4,529 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $256K as of Q1 2026.
Arrowroot Family Office sold 256 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $14.8K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.08% of Arrowroot Family Office's portfolio in Q1 2026, its #139 holding.
Arrowroot Family Office first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and has held it in 12 quarters since.
Arrowroot Family Office's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $551K in Q1 2023.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.