Atria Investments’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Atria Investments’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	$2.72M	Sell	48,141 -1,855	-4%	-$108K	0.03%	573
2025 Q4	$2.84M	Sell	49,996 -5,676	-10%	-$319K	0.03%	585
2025 Q3	$3.08M	Sell	55,672 -12,270	-18%	-$661K	0.04%	564
2025 Q2	$3.56M	Sell	67,942 -104,183	-61%	-$5.21M	0.04%	507
2025 Q1	$8.79M	Buy	172,125 +20,693	+14%	+$1.07M	0.11%	212
2024 Q4	$7.74M	Sell	151,432 -627	-0.4%	-$33.4K	0.1%	236
2024 Q3	$8.04M	Buy	152,059 +115,415	+315%	+$5.87M	0.1%	231
2024 Q2	$1.79M	Sell	36,644 -2,070	-5%	-$101K	0.02%	686
2024 Q1	$1.94M	Buy	38,714 +4,070	+12%	+$194K	0.03%	666
2023 Q4	$1.62M	Buy	+34,644	New	+$1.49M	0.03%	680
2023 Q1	–	Sell	-46,369	Closed	-$1.8M	–	867
2022 Q4	$1.8M	Buy	+46,369	New	+$1.78M	0.04%	548
2020 Q3	–	Sell	-55,893	Closed	-$1.62M	–	603
2020 Q2	$1.62M	Buy	55,893 +7,038	+14%	+$201K	0.06%	368
2020 Q1	$1.26M	Sell	48,855 -93,875	-66%	-$3M	0.1%	198
2019 Q4	$4.98M	Buy	142,730 +221	+0.2%	+$7.38K	0.14%	160
2019 Q3	$4.55M	Buy	142,509 +10,116	+8%	+$318K	0.16%	127
2019 Q2	$4.04M	Buy	132,393 +93,061	+237%	+$2.86M	0.15%	131
2019 Q1	$1.19M	Sell	39,332 -35,033	-47%	-$1.03M	0.05%	309
2018 Q4	$2.02M	Buy	74,365 +13,939	+23%	+$410K	0.09%	183
2018 Q3	$1.88M	Buy	60,426 +9,463	+19%	+$292K	0.07%	242
2018 Q2	$1.51M	Buy	50,963 +4,260	+9%	+$127K	0.07%	283
2018 Q1	$1.37M	Buy	+46,703	New	+$1.43M	0.07%	272

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

Atria Investments's SPYV Position: Q1 2026 in Review

Atria Investments reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.7% in Q1 2026, selling an estimated $108K and leaving 48,141 shares worth $2.72M. The position accounts for 0.03% of the portfolio, ranked #573.

Atria Investments first reported a position in SPYV in Q1 2018 and has held it in 21 quarters since. The position peaked at $8.79M in Q1 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Atria Investments held 48,141 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.72M as of Q1 2026.
Atria Investments sold 1,855 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $108K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Atria Investments's portfolio in Q1 2026, its #573 holding.
Atria Investments first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2018 and has held it in 21 quarters since.
Atria Investments's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $8.79M in Q1 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 Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.