BCM
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BTC Capital Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

BTC Capital Management’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 		$771K Buy
+12,687
New +$759K 0.05% 155
2024
Q4 		– Sell
-10,295
Closed -$544K – 211
2024
Q3 		$544K Buy
+10,295
New +$524K 0.05% 165

Other funds holding SPYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

BTC Capital Management's SPYV Position: Q2 2026 in Review

BTC Capital Management opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 12,687 shares worth $771K. The stake represents 0.05% of the portfolio and ranks #155 among its holdings. This is a return to the name: BTC Capital Management previously reported a position in SPYV as recently as Q3 2024.

BTC Capital Management first reported a position in SPYV in Q3 2024 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • BTC Capital Management held 12,687 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $771K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF was a new BTC Capital Management position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.05% of BTC Capital Management's portfolio in Q2 2026, its #155 holding.
  • BTC Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and has held it in 2 quarters since.
  • 292 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.