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

Cascade Investment 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 Q2	$515K	Sell	8,470 -200	-2%	-$12K	0.28%	91
2026 Q1	$491K	Buy	8,670 +945	+12%	+$54.8K	0.29%	95
2025 Q4	$439K	Buy	7,725 +450	+6%	+$25.3K	0.26%	95
2025 Q3	$403K	Hold	7,275	–	–	0.24%	97
2025 Q2	$381K	Sell	7,275 -125	-2%	-$6.25K	0.24%	97
2025 Q1	$378K	Sell	7,400 -80	-1%	-$4.15K	0.26%	94
2024 Q4	$383K	Hold	7,480	–	–	0.25%	94
2024 Q3	$395K	Buy	7,480 +100	+1%	+$5.09K	0.25%	92
2024 Q2	$360K	Buy	7,380 +50	+0.7%	+$2.44K	0.24%	94
2024 Q1	$367K	Buy	7,330 +250	+4%	+$11.9K	0.24%	96
2023 Q4	$330K	Buy	+7,080	New	+$305K	0.24%	96

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

Cascade Investment Advisors's SPYV Position: Q2 2026 in Review

Cascade Investment Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.3% in Q2 2026, selling an estimated $12K and leaving 8,470 shares worth $515K. The position accounts for 0.28% of the portfolio, ranked #91.

Cascade Investment Advisors first reported a position in SPYV in Q4 2023 and has held it in 11 quarters since. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Cascade Investment Advisors held 8,470 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $515K as of Q2 2026.
Cascade Investment Advisors sold 200 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $12K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.28% of Cascade Investment Advisors's portfolio in Q2 2026, its #91 holding.
Cascade Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.