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

Bessemer 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	$261K	Buy	4,294 +4,094	+2,047%	+$245K	﹤0.01%	1334
2026 Q1	$11K	Hold	200	–	–	﹤0.01%	2098
2025 Q4	$11K	Buy	+200	New	+$11.2K	﹤0.01%	2086
2022 Q1	–	Sell	-827	Closed	-$35K	–	1960
2021 Q4	$35K	Buy	+827	New	+$33.8K	﹤0.01%	1185
2020 Q1	–	Sell	-2,240	Closed	-$78K	–	1714
2019 Q4	$78K	Buy	+2,240	New	+$74.8K	﹤0.01%	1214
2017 Q2	–	Sell	-58,400	Closed	-$1.65M	–	1911
2017 Q1	$1.65M	Buy	+58,400	New	+$1.64M	0.01%	556

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

Bessemer Group's SPYV Position: Q2 2026 in Review

Bessemer Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2,047% in Q2 2026, buying an estimated $245K and bringing the position to 4,294 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Bessemer Group first reported a position in SPYV in Q1 2017 and has held it in 6 quarters since. The position peaked at $1.65M in Q1 2017. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Bessemer Group held 4,294 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $261K as of Q2 2026.
Bessemer Group bought 4,094 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $245K.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1334 holding.
Bessemer Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2017 and has held it in 6 quarters since.
Bessemer Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.65M in Q1 2017.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.