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

Clear Investment Research’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	–	Sell	-2,409	Closed	-$136K	–	198
2026 Q1	$136K	Buy	+2,409	New	+$140K	0.21%	69
2025 Q4	–	Sell	-2,386	Closed	-$132K	–	209
2025 Q3	$132K	Buy	2,386 +11	+0.5%	+$592	0.18%	78
2025 Q2	$124K	Buy	2,375 +11	+0.5%	+$550	0.16%	79
2025 Q1	$121K	Buy	2,364 +8	+0.3%	+$415	0.16%	71
2024 Q4	$120K	Buy	2,356 +16	+0.7%	+$851	0.16%	71
2024 Q3	$124K	Buy	+2,340	New	+$119K	0.16%	69
2024 Q1	–	Sell	-2,204	Closed	-$103K	–	260
2023 Q4	$103K	Buy	+2,204	New	+$95.1K	0.14%	71

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

Clear Investment Research's SPYV Position: Q2 2026 in Review

Clear Investment Research sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026, closing a stake of 2,409 shares — an estimated $136K sold.

Clear Investment Research first reported a position in SPYV in Q4 2023 and held it in 7 quarters. The position peaked at $136K in Q1 2026. 1,211 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Clear Investment Research reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 2,409 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $136K.
Clear Investment Research first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and held it in 7 quarters.
Clear Investment Research's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $136K in Q1 2026.
1,211 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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