Coastal Bridge Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
Other funds holding SPYV
AF
VA
Coastal Bridge Advisors's SPYV Position: Q1 2026 in Review
Coastal Bridge Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 14% in Q1 2026, buying an estimated $189K and bringing the position to 26,701 shares worth $1.51M. The position accounts for 0.11% of the portfolio, ranked #183.
Coastal Bridge Advisors first reported a position in SPYV in Q1 2025 and has held it in 5 quarters since. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.
- Coastal Bridge Advisors held 26,701 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.51M as of Q1 2026.
- Coastal Bridge Advisors bought 3,262 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $189K.
- State Street SPDR Portfolio S&P 500 Value ETF made up 0.11% of Coastal Bridge Advisors's portfolio in Q1 2026, its #183 holding.
- Coastal Bridge Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2025 and has held it in 5 quarters since.
- 1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.
Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.