Ceera Investments’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Ceera Investments’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	$6.57M	Buy	108,046 +28,616	+36%	+$1.71M	2.78%	9
2026 Q1	$4.49M	Sell	79,430 -5,930	-7%	-$344K	1.97%	12
2025 Q4	$4.85M	Sell	85,360 -7,079	-8%	-$398K	1.87%	19
2025 Q3	$5.11M	Buy	92,439 +21,661	+31%	+$1.17M	1.6%	24
2025 Q2	$3.7M	Buy	70,778 +48,058	+212%	+$2.4M	1.13%	28
2025 Q1	$1.16M	Buy	22,720 +18,070	+389%	+$937K	0.4%	54
2024 Q4	$238K	Buy	+4,650	New	+$247K	0.08%	92

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

Ceera Investments's SPYV Position: Q2 2026 in Review

Ceera Investments increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 36% in Q2 2026, buying an estimated $1.71M and bringing the position to 108,046 shares worth $6.57M. The position accounts for 2.78% of the portfolio, ranked #9.

Ceera Investments first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Ceera Investments held 108,046 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $6.57M as of Q2 2026.
Ceera Investments bought 28,616 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.71M.
State Street SPDR Portfolio S&P 500 Value ETF made up 2.78% of Ceera Investments's portfolio in Q2 2026, its #9 holding.
Ceera Investments first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.