Cardiff Park Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Cardiff Park Advisors’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	$18.6K	Hold	328	–	–	﹤0.01%	347
2025 Q4	$18.6K	Hold	328	–	–	﹤0.01%	329
2025 Q3	$18.1K	Hold	328	–	–	﹤0.01%	356
2025 Q2	$17.2K	Hold	328	–	–	﹤0.01%	330
2025 Q1	$16.8K	Hold	328	–	–	﹤0.01%	327
2024 Q4	$16.8K	Hold	328	–	–	﹤0.01%	317
2024 Q3	$17.3K	Hold	328	–	–	﹤0.01%	317
2024 Q2	$16K	Hold	328	–	–	﹤0.01%	310
2024 Q1	$16.4K	Hold	328	–	–	﹤0.01%	330
2023 Q4	$15.3K	Buy	+328	New	+$14.1K	﹤0.01%	310
2023 Q3	–	Sell	-222	Closed	-$9.59K	–	328
2023 Q2	$9.59K	Hold	222	–	–	﹤0.01%	308
2023 Q1	$9.04K	Buy	+222	New	+$8.99K	﹤0.01%	303

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

Cardiff Park Advisors's SPYV Position: Q1 2026 in Review

Cardiff Park Advisors held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2026 at 328 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Cardiff Park Advisors first reported a position in SPYV in Q1 2023 and has held it in 12 quarters since. The position peaked at $18.6K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Cardiff Park Advisors held 328 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $18.6K as of Q1 2026.
Cardiff Park Advisors left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Cardiff Park Advisors's portfolio in Q1 2026, its #347 holding.
Cardiff Park Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and has held it in 12 quarters since.
Cardiff Park Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $18.6K 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 Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.