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Atlantic Private Wealth’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Atlantic Private Wealth’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 		$28.5K Hold
503
– – 0.02% 159
2025
Q4 		$28.6K Hold
503
– – 0.02% 148
2025
Q3 		$27.8K Hold
503
– – 0.02% 137
2025
Q2 		$26.3K Buy
+503
New +$25.1K 0.02% 139

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atlantic Private Wealth's SPYV Position: Q1 2026 in Review

Atlantic Private Wealth held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2026 at 503 shares worth $28.5K. The position accounts for 0.02% of the portfolio, ranked #159.

Atlantic Private Wealth first reported a position in SPYV in Q2 2025 and has held it in 4 quarters since. The position peaked at $28.6K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Atlantic Private Wealth held 503 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $28.5K as of Q1 2026.
  • Atlantic Private Wealth left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Atlantic Private Wealth's portfolio in Q1 2026, its #159 holding.
  • Atlantic Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Atlantic Private Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $28.6K in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.