Clark Capital Management Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Clark Capital Management 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
2026 Q1	$598K	Sell	10,567 -172,495	-94%	-$10M	﹤0.01%	360
2025 Q4	$10.4M	Buy	+183,062	New	+$10.3M	0.06%	163
2025 Q3	–	Sell	-8,577	Closed	-$449K	–	468
2025 Q2	$449K	Sell	8,577 -36,827	-81%	-$1.84M	﹤0.01%	337
2025 Q1	$2.32M	Sell	45,404 -575,968	-93%	-$29.9M	0.02%	250
2024 Q4	$31.8M	Sell	621,372 -2,589,665	-81%	-$138M	0.22%	129
2024 Q3	$170M	Buy	3,211,037 +3,206,290	+67,544%	+$163M	1.16%	14
2024 Q2	$231K	Buy	+4,747	New	+$232K	﹤0.01%	372
2024 Q1	–	Sell	-4,409,173	Closed	-$206M	–	429
2023 Q4	$206M	Buy	4,409,173 +4,394,417	+29,781%	+$190M	1.68%	8
2023 Q3	$609K	Sell	14,756 -4,110	-22%	-$178K	0.01%	275
2023 Q2	$815K	Sell	18,866 -50,685	-73%	-$2.09M	0.01%	264
2023 Q1	$2.83M	Sell	69,551 -7,778,482	-99%	-$315M	0.03%	192
2022 Q4	$305M	Buy	7,848,033 +7,654,100	+3,947%	+$293M	2.81%	3
2022 Q3	$6.69M	Buy	193,933 +65,700	+51%	+$2.49M	0.09%	163
2022 Q2	$4.72M	Buy	128,233 +119,696	+1,402%	+$4.74M	0.06%	165
2022 Q1	$356K	Sell	8,537 -50,863	-86%	-$2.1M	﹤0.01%	323
2021 Q4	$2.5M	Buy	+59,400	New	+$2.42M	0.03%	209
2021 Q2	–	Sell	-960,104	Closed	-$36.4M	–	364
2021 Q1	$36.4M	Buy	960,104 +840,468	+703%	+$30.4M	0.55%	52
2020 Q4	$4.11M	Buy	+119,636	New	+$3.89M	0.07%	178
2020 Q3	–	Sell	-33,321	Closed	-$966K	–	334
2020 Q2	$966K	Sell	33,321 -80,777	-71%	-$2.3M	0.02%	224
2020 Q1	$2.95M	Sell	114,098 -4,089,779	-97%	-$131M	0.08%	148
2019 Q4	$147M	Buy	4,203,877 +1,758,265	+72%	+$58.7M	3.08%	1
2019 Q3	$78.2M	Buy	+2,445,612	New	+$77M	1.77%	4
2019 Q1	–	Sell	-25,220	Closed	-$685K	–	322
2018 Q4	$685K	Buy	+25,220	New	+$742K	0.02%	215

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clark Capital Management Group's SPYV Position: Q1 2026 in Review

Clark Capital Management Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 94% in Q1 2026, selling an estimated $10M and leaving 10,567 shares worth $598K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Clark Capital Management Group first reported a position in SPYV in Q4 2018 and has held it in 23 quarters since. The position peaked at $305M in Q4 2022. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Clark Capital Management Group held 10,567 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $598K as of Q1 2026.
Clark Capital Management Group sold 172,495 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $10M.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Clark Capital Management Group's portfolio in Q1 2026, its #360 holding.
Clark Capital Management Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2018 and has held it in 23 quarters since.
Clark Capital Management Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $305M in Q4 2022.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.