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

Clearstead 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	$50K	Sell	822 -5,536	-87%	-$331K	﹤0.01%	1496
2026 Q1	$360K	Hold	6,358	–	–	﹤0.01%	805
2025 Q4	$361K	Hold	6,358	–	–	﹤0.01%	761
2025 Q3	$352K	Hold	6,358	–	–	﹤0.01%	736
2025 Q2	$333K	Sell	6,358 -78	-1%	-$3.9K	﹤0.01%	727
2025 Q1	$329K	Buy	6,436 +78	+1%	+$4.04K	0.01%	684
2024 Q4	$325K	Hold	6,358	–	–	﹤0.01%	693
2024 Q3	$336K	Hold	6,358	–	–	0.01%	683
2024 Q2	$310K	Buy	6,358 +5,536	+673%	+$271K	0.01%	667
2024 Q1	$40.6K	Hold	822	–	–	﹤0.01%	813
2023 Q4	$38.3K	Sell	822 -3,272	-80%	-$141K	﹤0.01%	807
2023 Q3	$169K	Buy	4,094 +2,047	+100%	+$88.7K	﹤0.01%	606
2023 Q2	$88.4K	Hold	2,047	–	–	0.01%	604
2023 Q1	$83.4K	Hold	2,047	–	–	0.01%	543
2022 Q4	$79.6K	Sell	2,047 -1,047	-34%	-$40.1K	0.01%	542
2022 Q3	$107K	Sell	3,094 -595	-16%	-$22.6K	0.01%	466
2022 Q2	$136K	Sell	3,689 -5,403	-59%	-$214K	0.01%	443
2022 Q1	$380K	Sell	9,092 -5,220	-36%	-$215K	0.03%	305
2021 Q4	$601K	Buy	14,312 +5,143	+56%	+$210K	0.04%	231
2021 Q3	$358K	Buy	9,169 +8,221	+867%	+$328K	0.03%	284
2021 Q2	$37K	Sell	948 -252	-21%	-$9.96K	﹤0.01%	605
2021 Q1	$45K	Hold	1,200	–	–	﹤0.01%	560
2020 Q4	$41K	Hold	1,200	–	–	﹤0.01%	537
2020 Q3	$36K	Hold	1,200	–	–	﹤0.01%	511
2020 Q2	$35K	Sell	1,200 -3,800	-76%	-$108K	﹤0.01%	473
2020 Q1	$129K	Buy	+5,000	New	+$160K	0.02%	297
2019 Q1	–	Sell	-12,332	Closed	-$335K	–	266
2018 Q4	$335K	Buy	+12,332	New	+$363K	0.05%	197

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

Clearstead Advisors's SPYV Position: Q2 2026 in Review

Clearstead Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 87% in Q2 2026, selling an estimated $331K and leaving 822 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

Clearstead Advisors first reported a position in SPYV in Q4 2018 and has held it in 27 quarters since. The position peaked at $601K in Q4 2021. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Clearstead Advisors held 822 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $50K as of Q2 2026.
Clearstead Advisors sold 5,536 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $331K.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1496 holding.
Clearstead Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2018 and has held it in 27 quarters since.
Clearstead Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $601K in Q4 2021.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.