CI
SPYV icon

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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ceera Investments's SPYV Position: Q1 2026 in Review

Ceera Investments reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.9% in Q1 2026, selling an estimated $344K and leaving 79,430 shares worth $4.49M. The position accounts for 1.97% of the portfolio, ranked #12.

Ceera Investments first reported a position in SPYV in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.11M in Q3 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Ceera Investments held 79,430 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $4.49M as of Q1 2026.
  • Ceera Investments sold 5,930 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $344K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 1.97% of Ceera Investments's portfolio in Q1 2026, its #12 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 6 quarters since.
  • Ceera Investments's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $5.11M in Q3 2025.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Ceera Investments's 13F filing for Q1 2026, filed 6 May 2026.