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

Atlantic Union Bankshares’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	$42.2K	Buy	694 +2	+0.3%	+$120	﹤0.01%	979
2026 Q1	$39.1K	Buy	692 +2	+0.3%	+$116	﹤0.01%	961
2025 Q4	$39.2K	Buy	690 +3	+0.4%	+$169	﹤0.01%	959
2025 Q3	$38K	Buy	687 +3	+0.4%	+$162	﹤0.01%	976
2025 Q2	$35.8K	Buy	+684	New	+$34.2K	﹤0.01%	712

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

Atlantic Union Bankshares's SPYV Position: Q2 2026 in Review

Atlantic Union Bankshares increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.29% in Q2 2026, buying an estimated $120 and bringing the position to 694 shares worth $42.2K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Atlantic Union Bankshares first reported a position in SPYV in Q2 2025 and has held it in 5 quarters since. 1,217 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Atlantic Union Bankshares held 694 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $42.2K as of Q2 2026.
Atlantic Union Bankshares bought 2 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $120.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #979 holding.
Atlantic Union Bankshares first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
1,217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.