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Atomi Financial Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Atomi Financial Group’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 		$2.29M Buy
37,675
+443
+1% +$26.5K 0.06% 238
2026
Q1 		$2.11M Buy
37,232
+30,732
+473% +$1.78M 0.06% 235
2025
Q4 		$369K Buy
6,500
+21
+0.3% +$1.18K 0.01% 830
2025
Q3 		$358K Sell
6,479
-345
-5% -$18.6K 0.01% 791
2025
Q2 		$357K Buy
6,824
+251
+4% +$12.5K 0.01% 729
2025
Q1 		$336K Sell
6,573
-67
-1% -$3.48K 0.02% 710
2024
Q4 		$340K Sell
6,640
-11,379
-63% -$605K 0.02% 660
2024
Q3 		$952K Buy
18,019
+11,092
+160% +$564K 0.06% 257
2024
Q2 		$338K Sell
6,927
-1,707
-20% -$83.4K 0.03% 545
2024
Q1 		$433K Sell
8,634
-10,797
-56% -$515K 0.04% 393
2023
Q4 		$906K Buy
19,431
+13,703
+239% +$591K 0.13% 148
2023
Q3 		$236K Buy
5,728
+146
+3% +$6.32K 0.08% 292
2023
Q2 		$241K Sell
5,582
-2,499
-31% -$103K 0.11% 219
2023
Q1 		$329K Buy
+8,081
New +$327K 0.18% 133

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atomi Financial Group's SPYV Position: Q2 2026 in Review

Atomi Financial Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.2% in Q2 2026, buying an estimated $26.5K and bringing the position to 37,675 shares worth $2.29M. The position accounts for 0.06% of the portfolio, ranked #238.

Atomi Financial Group first reported a position in SPYV in Q1 2023 and has held it in 14 quarters since. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Atomi Financial Group held 37,675 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.29M as of Q2 2026.
  • Atomi Financial Group bought 443 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $26.5K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.06% of Atomi Financial Group's portfolio in Q2 2026, its #238 holding.
  • Atomi Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.