Cetera Investment Advisers
SPYV icon

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

Cetera Investment Advisers’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 		$254M Sell
4,186,310
-19,642
-0.5% -$1.18M 0.23% 81
2026
Q1 		$238M Buy
4,205,952
+230,152
+6% +$13.4M 0.25% 77
2025
Q4 		$226M Sell
3,975,800
-132,126
-3% -$7.42M 0.25% 75
2025
Q3 		$227M Buy
4,107,926
+397,977
+11% +$21.4M 0.26% 70
2025
Q2 		$194M Buy
3,709,949
+464,938
+14% +$23.2M 0.33% 56
2025
Q1 		$166M Buy
3,245,011
+377,377
+13% +$19.6M 0.32% 60
2024
Q4 		$147M Sell
2,867,634
-24,343
-0.8% -$1.3M 0.31% 62
2024
Q3 		$153M Buy
2,891,977
+415,380
+17% +$21.1M 0.33% 57
2024
Q2 		$121M Sell
2,476,597
-54,370
-2% -$2.66M 0.28% 67
2024
Q1 		$127M Buy
2,530,967
+1,711,930
+209% +$81.6M 0.3% 61
2023
Q4 		$38.2M Buy
819,037
+239,659
+41% +$10.3M 0.31% 56
2023
Q3 		$23.9M Buy
579,378
+103,263
+22% +$4.47M 0.21% 90
2023
Q2 		$20.6M Sell
476,115
-29,874
-6% -$1.23M 0.17% 116
2023
Q1 		$20.6M Sell
505,989
-331,599
-40% -$13.4M 0.18% 106
2022
Q4 		$32.6M Buy
837,588
+775,511
+1,249% +$29.7M 0.3% 58
2022
Q3 		$2.14M Buy
62,077
+23,543
+61% +$893K 0.04% 434
2022
Q2 		$1.42M Buy
38,534
+3,435
+10% +$136K 0.02% 649
2022
Q1 		$1.47M Buy
35,099
+6,849
+24% +$283K 0.02% 677
2021
Q4 		$1.19M Buy
28,250
+1,489
+6% +$60.8K 0.02% 752
2021
Q3 		$1.04M Buy
26,761
+3,296
+14% +$132K 0.02% 754
2021
Q2 		$928K Buy
23,465
+3,928
+20% +$155K 0.01% 806
2021
Q1 		$740K Buy
19,537
+5,947
+44% +$215K 0.01% 791
2020
Q4 		$467K Buy
+13,590
New +$442K 0.01% 992

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers's SPYV Position: Q2 2026 in Review

Cetera Investment Advisers reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.47% in Q2 2026, selling an estimated $1.18M and leaving 4,186,310 shares worth $254M. The position accounts for 0.23% of the portfolio, ranked #81.

Cetera Investment Advisers first reported a position in SPYV in Q4 2020 and has held it in 23 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Cetera Investment Advisers held 4,186,310 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $254M as of Q2 2026.
  • Cetera Investment Advisers sold 19,642 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.18M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.23% of Cetera Investment Advisers's portfolio in Q2 2026, its #81 holding.
  • Cetera Investment Advisers first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.