Callan Family Office’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Callan Family Office’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	$825K	Sell	13,567 -10,061	-43%	-$602K	0.02%	657
2026 Q1	$1.34M	Sell	23,628 -3,219	-12%	-$187K	0.03%	479
2025 Q4	$1.53M	Buy	+26,847	New	+$1.51M	0.03%	428

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

Callan Family Office's SPYV Position: Q2 2026 in Review

Callan Family Office reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 43% in Q2 2026, selling an estimated $602K and leaving 13,567 shares worth $825K. The position accounts for 0.02% of the portfolio, ranked #657.

Callan Family Office first reported a position in SPYV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.53M in Q4 2025. 1,219 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Callan Family Office held 13,567 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $825K as of Q2 2026.
Callan Family Office sold 10,061 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $602K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #657 holding.
Callan Family Office 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.
Callan Family Office's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.53M in Q4 2025.
1,219 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.