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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.66M Buy
27,319
+618
+2% +$37K 0.1% 185
2026
Q1
$1.51M Buy
26,701
+3,262
+14% +$189K 0.11% 183
2025
Q4
$1.33M Buy
23,439
+2,363
+11% +$133K 0.1% 190
2025
Q3
$1.17M Buy
21,076
+381
+2% +$20.5K 0.09% 198
2025
Q2
$1.08M Buy
20,695
+6,077
+42% +$304K 0.09% 202
2025
Q1
$747K Buy
+14,618
New +$758K 0.07% 229

Other funds holding SPYV

Coastal Bridge Advisors's SPYV Position: Q2 2026 in Review

Coastal Bridge Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.3% in Q2 2026, buying an estimated $37K and bringing the position to 27,319 shares worth $1.66M. The position accounts for 0.1% of the portfolio, ranked #185.

Coastal Bridge Advisors first reported a position in SPYV in Q1 2025 and has held it in 6 quarters since. 1,219 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Coastal Bridge Advisors held 27,319 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.66M as of Q2 2026.
  • Coastal Bridge Advisors bought 618 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $37K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.1% of Coastal Bridge Advisors's portfolio in Q2 2026, its #185 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 6 quarters since.
  • 1,219 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.