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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.83M Sell
30,178
-1,490
-5% -$89.2K 0.01% 841
2026
Q1
$1.79M Sell
31,668
-42,813
-57% -$2.48M 0.02% 809
2025
Q4
$4.23M Sell
74,481
-4,314
-5% -$242K 0.03% 495
2025
Q3
$4.36M Sell
78,795
-15,115
-16% -$814K 0.03% 474
2025
Q2
$4.92M Sell
93,910
-68,184
-42% -$3.41M 0.04% 396
2025
Q1
$8.28M Sell
162,094
-134,915
-45% -$7M 0.08% 240
2024
Q4
$15.2M Sell
297,009
-1,152,655
-80% -$61.3M 0.15% 124
2024
Q3
$76.6M Buy
1,449,664
+1,360,461
+1,525% +$69.2M 0.76% 14
2024
Q2
$4.35M Buy
89,203
+29,142
+49% +$1.42M 0.05% 349
2024
Q1
$3.01M Sell
60,061
-1,285,590
-96% -$61.3M 0.03% 476
2023
Q4
$63.2M Buy
1,345,651
+1,291,334
+2,377% +$55.7M 0.73% 16
2023
Q3
$2.24M Buy
54,317
+7,905
+17% +$342K 0.03% 566
2023
Q2
$2M Buy
46,412
+9,600
+26% +$396K 0.02% 650
2023
Q1
$1.5M Buy
36,812
+1,819
+5% +$73.7K 0.02% 712
2022
Q4
$1.36M Sell
34,993
-1,954
-5% -$74.8K 0.03% 621
2022
Q3
$1.27M Sell
36,947
-3,515
-9% -$133K 0.03% 611
2022
Q2
$1.49M Sell
40,462
-179
-0.4% -$7.09K 0.03% 592
2022
Q1
$1.7M Sell
40,641
-15,953
-28% -$658K 0.03% 592
2021
Q4
$2.38M Sell
56,594
-521,432
-90% -$21.3M 0.03% 502
2021
Q3
$22.5M Sell
578,026
-37,724
-6% -$1.51M 0.36% 61
2021
Q2
$24.3M Sell
615,750
-33,632
-5% -$1.33M 0.32% 69
2021
Q1
$24.6M Sell
649,382
-126,945
-16% -$4.59M 0.37% 65
2020
Q4
$26.7M Sell
776,327
-54,765
-7% -$1.78M 0.41% 39
2020
Q3
$25.1M Sell
831,092
-39,087
-4% -$1.19M 0.43% 47
2020
Q2
$25.2M Sell
870,179
-20,337
-2% -$580K 1.05% 27
2020
Q1
$23M Sell
890,516
-48,703
-5% -$1.56M 1.05% 29
2019
Q4
$32.8M Sell
939,219
-35,601
-4% -$1.19M 1.09% 26
2019
Q3
$31.2M Sell
974,820
-117,821
-11% -$3.71M 1.08% 24
2019
Q2
$34.2M Sell
1,092,641
-219,161
-17% -$6.74M 1.07% 22
2019
Q1
$39.7M Buy
1,311,802
+28,801
+2% +$849K 1.27% 19
2018
Q4
$34.8M Sell
1,283,001
-23,899
-2% -$703K 1.22% 24
2018
Q3
$40.7M Sell
1,306,900
-5,589
-0.4% -$172K 1.26% 18
2018
Q2
$38.9M Buy
1,312,489
+95,675
+8% +$2.85M 1.24% 22
2018
Q1
$35.8M Buy
1,216,814
+936,699
+334% +$28.8M 1.15% 25
2017
Q4
$8.59M Buy
+280,115
New +$8.38M 0.28% 79

Other funds holding SPYV

Brinker Capital Investments's SPYV Position: Q2 2026 in Review

Brinker Capital Investments reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.7% in Q2 2026, selling an estimated $89.2K and leaving 30,178 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #841.

Brinker Capital Investments first reported a position in SPYV in Q4 2017 and has held it in 35 quarters since. The position peaked at $76.6M in Q3 2024. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Brinker Capital Investments held 30,178 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.83M as of Q2 2026.
  • Brinker Capital Investments sold 1,490 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $89.2K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #841 holding.
  • Brinker Capital Investments first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2017 and has held it in 35 quarters since.
  • Brinker Capital Investments's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $76.6M in Q3 2024.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.