Bank Julius Baer & Co
SPYV icon

Bank Julius Baer & Co’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Bank Julius Baer & Co’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 		– Sell
-13,898
Closed -$786K – 722
2026
Q1 		$786K Sell
13,898
-332
-2% -$19.3K ﹤0.01% 399
2025
Q4 		$808K Buy
+14,230
New +$799K ﹤0.01% 389

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VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

Bank Julius Baer & Co's SPYV Position: Q2 2026 in Review

Bank Julius Baer & Co sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026, closing a stake of 13,898 shares — an estimated $786K sold.

Bank Julius Baer & Co first reported a position in SPYV in Q4 2025 and held it in 2 quarters. The position peaked at $808K in Q4 2025. 875 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Bank Julius Baer & Co reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Bank Julius Baer & Co sold 13,898 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $786K.
  • Bank Julius Baer & Co first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and held it in 2 quarters.
  • Bank Julius Baer & Co's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $808K in Q4 2025.
  • 875 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.