CIBC Private Wealth Group
SPYV icon

CIBC Private Wealth Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$14.7M Buy
258,402
+60,993
+31% +$3.43M 0.02% 309
2025
Q3 		$10.9M Buy
197,409
+13,790
+8% +$743K 0.02% 335
2025
Q2 		$9.61M Buy
183,619
+8,107
+5% +$405K 0.02% 353
2025
Q1 		$7.92M Buy
175,512
+6,246
+4% +$324K 0.02% 348
2024
Q4 		$8.67M Sell
169,266
-1,006
-0.6% -$53.5K 0.02% 350
2024
Q3 		$9M Sell
170,272
-11,064
-6% -$563K 0.02% 356
2024
Q2 		$8.83M Buy
181,336
+14,415
+9% +$705K 0.02% 333
2024
Q1 		$8.31M Sell
166,921
-35,797
-18% -$1.71M 0.02% 346
2023
Q4 		$9.45M Sell
202,718
-15,040
-7% -$649K 0.02% 320
2023
Q3 		$8.98M Sell
217,758
-4,325
-2% -$187K 0.02% 320
2023
Q2 		$9.59M Sell
222,083
-14,739
-6% -$609K 0.02% 327
2023
Q1 		$6.17M Sell
236,822
-35,217
-13% -$1.43M 0.01% 369
2022
Q4 		$10.6M Buy
272,039
+154,048
+131% +$5.9M 0.04% 257
2022
Q3 		$4.07M Sell
117,991
-2,848
-2% -$108K 0.01% 395
2022
Q2 		$4.45M Buy
120,839
+37,826
+46% +$1.5M 0.01% 385
2022
Q1 		$3.47M Buy
83,013
+7,681
+10% +$317K 0.01% 445
2021
Q4 		$3.16M Buy
75,332
+4,793
+7% +$196K 0.01% 454
2021
Q3 		$2.75M Buy
70,539
+1,355
+2% +$54.1K 0.01% 459
2021
Q2 		$2.73M Buy
69,184
+29,758
+75% +$1.18M 0.01% 483
2021
Q1 		$1.5M Sell
39,426
-182
-0.5% -$6.58K ﹤0.01% 594
2020
Q4 		$1.36M Buy
+39,608
New +$1.29M ﹤0.01% 571
2020
Q1 		– Sell
-6,958
Closed -$243K – 926
2019
Q4 		$243K Buy
+6,958
New +$232K ﹤0.01% 838
2018
Q3 		– Sell
-624
Closed -$18K – 1620
2018
Q2 		$18K Hold
624
– – ﹤0.01% 1436
2018
Q1 		$18K Hold
624
– – ﹤0.01% 1410
2017
Q4 		$19K Buy
+624
New +$18.7K ﹤0.01% 1416

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIBC Private Wealth Group's SPYV Position: Q4 2025 in Review

CIBC Private Wealth Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 31% in Q4 2025, buying an estimated $3.43M and bringing the position to 258,402 shares worth $14.7M. The position accounts for 0.02% of the portfolio, ranked #309.

CIBC Private Wealth Group first reported a position in SPYV in Q4 2017 and has held it in 25 quarters since. 1,154 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

  • CIBC Private Wealth Group held 258,402 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $14.7M as of Q4 2025.
  • CIBC Private Wealth Group bought 60,993 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $3.43M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of CIBC Private Wealth Group's portfolio in Q4 2025, its #309 holding.
  • CIBC Private Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2017 and has held it in 25 quarters since.
  • 1,154 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.