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

Choate 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	$271K	Hold	4,454	–	–	﹤0.01%	412
2026 Q1	$252K	Hold	4,454	–	–	﹤0.01%	397
2025 Q4	$253K	Hold	4,454	–	–	0.01%	395
2025 Q3	$246K	Buy	4,454 +235	+6%	+$12.7K	0.01%	375
2025 Q2	$221K	Hold	4,219	–	–	﹤0.01%	387
2025 Q1	$215K	Hold	4,219	–	–	0.01%	375
2024 Q4	$216K	Buy	+4,219	New	+$224K	0.01%	376

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

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

Choate Investment Advisors held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 4,454 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Choate Investment Advisors first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Choate Investment Advisors held 4,454 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $271K as of Q2 2026.
Choate Investment Advisors left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #412 holding.
Choate Investment Advisors 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.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.