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 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 $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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Callan Family Office's SPYV Position: Q1 2026 in Review

Callan Family Office reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 12% in Q1 2026, selling an estimated $187K and leaving 23,628 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #479.

Callan Family Office first reported a position in SPYV in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.53M in Q4 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Callan Family Office held 23,628 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.34M as of Q1 2026.
Callan Family Office sold 3,219 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $187K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Callan Family Office's portfolio in Q1 2026, its #479 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 2 quarters since.
Callan Family Office's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.53M in Q4 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.