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

Atlas Capital 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	$37.6K	Hold	619	–	–	﹤0.01%	776
2026 Q1	$35K	Hold	619	–	–	﹤0.01%	701
2025 Q4	$35.2K	Buy	+619	New	+$34.8K	﹤0.01%	673
2025 Q2	$57.3K	Hold	1,095	–	–	0.01%	608
2025 Q1	$55.9K	Hold	1,095	–	–	0.01%	616
2024 Q4	$56K	Hold	1,095	–	–	0.01%	592
2024 Q3	$57.9K	Hold	1,095	–	–	0.01%	566
2024 Q2	$53.4K	Hold	1,095	–	–	0.01%	586
2024 Q1	$54.9K	Buy	1,095 +40	+4%	+$1.91K	0.01%	557
2023 Q4	$49.2K	Hold	1,055	–	–	0.01%	595
2023 Q3	$43.5K	Buy	1,055 +120	+13%	+$5.2K	0.01%	557
2023 Q2	$40.4K	Buy	935 +250	+36%	+$10.3K	0.01%	594
2023 Q1	$27.9K	Hold	685	–	–	﹤0.01%	637
2022 Q4	$26.6K	Hold	685	–	–	﹤0.01%	631
2022 Q3	$23.6K	Hold	685	–	–	﹤0.01%	636
2022 Q2	$25.2K	Sell	685 -571	-45%	-$22.6K	﹤0.01%	649
2022 Q1	$52.4K	Hold	1,256	–	–	0.01%	540
2021 Q4	$52.8K	Sell	1,256 -850	-40%	-$34.7K	0.01%	523
2021 Q3	$82.1K	Sell	2,106 -916	-30%	-$36.6K	0.01%	463
2021 Q2	$119K	Buy	3,022 +2,401	+387%	+$94.9K	0.02%	433
2021 Q1	$23.5K	Hold	621	–	–	﹤0.01%	578
2020 Q4	$21.4K	Buy	+621	New	+$20.2K	﹤0.01%	536
2020 Q3	–	Sell	-621	Closed	-$18K	–	556
2020 Q2	$18K	Hold	621	–	–	﹤0.01%	559
2020 Q1	$16K	Hold	621	–	–	﹤0.01%	545
2019 Q4	$21.7K	Buy	621 +500	+413%	+$16.7K	0.01%	535
2019 Q3	$3.87K	Hold	121	–	–	﹤0.01%	617
2019 Q2	$3.78K	Sell	121 -166	-58%	-$5.11K	﹤0.01%	633
2019 Q1	$3.66K	Buy	287 +166	+137%	+$4.89K	﹤0.01%	553
2018 Q4	$3.29K	Hold	121	–	–	﹤0.01%	553
2018 Q3	$3.79K	Hold	121	–	–	﹤0.01%	531
2018 Q2	$3.66K	Hold	121	–	–	﹤0.01%	496
2018 Q1	$3.56K	Buy	+121	New	+$3.71K	﹤0.01%	510

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

Atlas Capital Advisors's SPYV Position: Q2 2026 in Review

Atlas Capital Advisors held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 619 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Atlas Capital Advisors first reported a position in SPYV in Q1 2018 and has held it in 32 quarters since. The position peaked at $119K in Q2 2021. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Atlas Capital Advisors held 619 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $37.6K as of Q2 2026.
Atlas Capital Advisors left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #776 holding.
Atlas Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2018 and has held it in 32 quarters since.
Atlas Capital Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $119K in Q2 2021.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.