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

Claro 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
2025 Q4	–	Sell	-5,398	Closed	-$299K	–	442
2025 Q3	$299K	Sell	5,398 -1,526	-22%	-$82.2K	0.04%	314
2025 Q2	$362K	Buy	6,924 +625	+10%	+$31.2K	0.06%	256
2025 Q1	$322K	Buy	+6,299	New	+$327K	0.04%	367
2019 Q1	–	Sell	-400	Closed	-$12K	–	818
2018 Q4	$12K	Buy	+400	New	+$11.8K	0.01%	644

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Claro Advisors's SPYV Position: Q4 2025 in Review

Claro Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2025, closing a stake of 5,398 shares — an estimated $299K sold.

Claro Advisors first reported a position in SPYV in Q4 2018 and held it in 4 quarters. The position peaked at $362K in Q2 2025. 1,154 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

Claro Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
Claro Advisors sold 5,398 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $299K.
Claro Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2018 and held it in 4 quarters.
Claro Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $362K in Q2 2025.
1,154 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on Claro Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.