Cadia Private Client’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
$1.13M Buy
18,590
+7,241
+64% +$433K 0.81% 24
2026
Q1
$642K Buy
11,349
+3,034
+36% +$176K 0.52% 32
2025
Q4
$472K Buy
+8,315
New +$467K 0.37% 38

Other funds holding SPYV

Cadia Private Client's SPYV Position: Q2 2026 in Review

Cadia Private Client increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 64% in Q2 2026, buying an estimated $433K and bringing the position to 18,590 shares worth $1.13M. The position accounts for 0.81% of the portfolio, ranked #24.

Cadia Private Client first reported a position in SPYV in Q4 2025 and has held it in 3 quarters since. 1,211 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Cadia Private Client held 18,590 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.13M as of Q2 2026.
  • Cadia Private Client bought 7,241 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $433K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.81% of Cadia Private Client's portfolio in Q2 2026, its #24 holding.
  • Cadia Private Client first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,211 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Cadia Private Client's 13F filing for Q2 2026, filed 11 Aug 2026.