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

Atria Wealth Solutions’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
2025 Q2	$8.19M	Sell	156,373 -19,439	-11%	-$971K	0.19%	126
2025 Q1	$8.98M	Sell	175,812 -1,826	-1%	-$94.7K	0.11%	203
2024 Q4	$9.08M	Sell	177,638 -72,880	-29%	-$3.88M	0.1%	208
2024 Q3	$13.2M	Buy	250,518 +166	+0.1%	+$8.45K	0.14%	152
2024 Q2	$12.2M	Buy	250,352 +1,891	+0.8%	+$92.4K	0.13%	161
2024 Q1	$12.4M	Sell	248,461 -117,057	-32%	-$5.58M	0.14%	156
2023 Q4	$17M	Buy	365,518 +142,047	+64%	+$6.13M	0.21%	104
2023 Q3	$9.22M	Sell	223,471 -61,440	-22%	-$2.66M	0.13%	171
2023 Q2	$12.3M	Sell	284,911 -5,779	-2%	-$239K	0.17%	128
2023 Q1	$11.8M	Sell	290,690 -146,080	-33%	-$5.92M	0.18%	127
2022 Q4	$17M	Buy	436,770 +182,145	+72%	+$6.98M	0.27%	87
2022 Q3	$8.78M	Buy	254,625 +50,925	+25%	+$1.93M	0.15%	148
2022 Q2	$7.5M	Buy	203,700 +90,569	+80%	+$3.59M	0.14%	155
2022 Q1	$4.72M	Buy	+113,131	New	+$4.67M	0.08%	265

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Wealth Solutions's SPYV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 11% in Q2 2025, selling an estimated $971K and leaving 156,373 shares worth $8.19M. The position accounts for 0.19% of the portfolio, ranked #126.

Atria Wealth Solutions first reported a position in SPYV in Q1 2022 and has held it in 14 quarters since. The position peaked at $17M in Q4 2023. 1,049 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

Atria Wealth Solutions held 156,373 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $8.19M as of Q2 2025.
Atria Wealth Solutions sold 19,439 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2025, an estimated $971K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.19% of Atria Wealth Solutions's portfolio in Q2 2025, its #126 holding.
Atria Wealth Solutions first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $17M in Q4 2023.
1,049 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.