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

Cadence Bank’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
2025 Q4	$320K	Buy	+5,636	New	+$317K	0.02%	280

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cadence Bank's SPYV Position: Q4 2025 in Review

Cadence Bank opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2025: 5,636 shares worth $320K. The stake represents 0.02% of the portfolio and ranks #280 among its holdings.

1,154 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

Cadence Bank held 5,636 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $320K as of Q4 2025.
State Street SPDR Portfolio S&P 500 Value ETF was a new Cadence Bank position in Q4 2025.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Cadence Bank's portfolio in Q4 2025, its #280 holding.
1,154 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.