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

Bare Financial Services’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	$111K	Hold	1,830	–	–	0.03%	69
2026 Q1	$104K	Sell	1,830 -170	-9%	-$9.86K	0.03%	63
2025 Q4	$114K	Hold	2,000	–	–	0.03%	61
2025 Q3	$111K	Hold	2,000	–	–	0.03%	55
2025 Q2	$105K	Hold	2,000	–	–	0.04%	51
2025 Q1	$102K	Hold	2,000	–	–	0.04%	48
2024 Q4	$102K	Hold	2,000	–	–	0.04%	46
2024 Q3	$106K	Hold	2,000	–	–	0.04%	49
2024 Q2	$102K	Hold	2,000	–	–	0.05%	46
2024 Q1	$95.9K	Buy	+2,000	New	+$95.4K	0.09%	41

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

Bare Financial Services's SPYV Position: Q2 2026 in Review

Bare Financial Services held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 1,830 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #69.

Bare Financial Services first reported a position in SPYV in Q1 2024 and has held it in 10 quarters since. The position peaked at $114K in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Bare Financial Services held 1,830 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $111K as of Q2 2026.
Bare Financial Services 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 0.03% of Bare Financial Services's portfolio in Q2 2026, its #69 holding.
Bare Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
Bare Financial Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $114K in Q4 2025.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.