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SPYV icon

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

Community Bank’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
Q1 		$973K Buy
17,198
+87
+0.5% +$5.05K 0.12% 134
2025
Q4 		$972K Sell
17,111
-45
-0.3% -$2.53K 0.11% 137
2025
Q3 		$949K Buy
17,156
+6,127
+56% +$330K 0.11% 140
2025
Q2 		$577K Buy
11,029
+223
+2% +$11.1K 0.08% 163
2025
Q1 		$552K Sell
10,806
-145
-1% -$7.52K 0.07% 163
2024
Q4 		$560K Sell
10,951
-147
-1% -$7.82K 0.07% 162
2024
Q3 		$587K Sell
11,098
-225
-2% -$11.5K 0.07% 160
2024
Q2 		$552K Sell
11,323
-25
-0.2% -$1.22K 0.07% 163
2024
Q1 		$568K Sell
11,348
-330
-3% -$15.7K 0.07% 163
2023
Q4 		$545K Sell
11,678
-1,005
-8% -$43.3K 0.07% 164
2023
Q3 		$523K Sell
12,683
-295
-2% -$12.8K 0.07% 164
2023
Q2 		$561K Sell
12,978
-375
-3% -$15.5K 0.07% 162
2023
Q1 		$544K Sell
13,353
-250
-2% -$10.1K 0.07% 166
2022
Q4 		$529K Sell
13,603
-1,542
-10% -$59.1K 0.07% 161
2022
Q3 		$522K Buy
15,145
+330
+2% +$12.5K 0.08% 157
2022
Q2 		$545K Sell
14,815
-305
-2% -$12.1K 0.08% 161
2022
Q1 		$631K Sell
15,120
-2,995
-17% -$124K 0.08% 161
2021
Q4 		$761K Sell
18,115
-680
-4% -$27.8K 0.09% 160
2021
Q3 		$733K Sell
18,795
-455
-2% -$18.2K 0.09% 158
2021
Q2 		$761K Sell
19,250
-5,170
-21% -$204K 0.09% 168
2021
Q1 		$925K Sell
24,420
-65
-0.3% -$2.35K 0.12% 143
2020
Q4 		$842K Sell
24,485
-725
-3% -$23.6K 0.11% 142
2020
Q3 		$761K Sell
25,210
-140
-0.6% -$4.25K 0.12% 148
2020
Q2 		$734K Buy
25,350
+5,875
+30% +$167K 0.12% 137
2020
Q1 		$503K Sell
19,475
-170
-0.9% -$5.43K 0.11% 142
2019
Q4 		$686K Sell
19,645
-20,280
-51% -$678K 0.12% 128
2019
Q3 		$1.28M Buy
39,925
+735
+2% +$23.1K 0.24% 92
2019
Q2 		$1.23M Sell
39,190
-265
-0.7% -$8.15K 0.24% 94
2019
Q1 		$1.19M Buy
39,455
+9,120
+30% +$269K 0.24% 92
2018
Q4 		$824K Buy
30,335
+5,050
+20% +$149K 0.18% 101
2018
Q3 		$787K Sell
25,285
-345
-1% -$10.6K 0.15% 112
2018
Q2 		$759K Sell
25,630
-100
-0.4% -$2.98K 0.14% 121
2018
Q1 		$756K Buy
+25,730
New +$790K 0.14% 118

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Community Bank's SPYV Position: Q1 2026 in Review

Community Bank increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.51% in Q1 2026, buying an estimated $5.05K and bringing the position to 17,198 shares worth $973K. The position accounts for 0.12% of the portfolio, ranked #134.

Community Bank first reported a position in SPYV in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.28M in Q3 2019. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Community Bank held 17,198 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $973K as of Q1 2026.
  • Community Bank bought 87 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $5.05K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.12% of Community Bank's portfolio in Q1 2026, its #134 holding.
  • Community Bank first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2018 and has held it in 33 quarters since.
  • Community Bank's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.28M in Q3 2019.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Community Bank's 13F filing for Q1 2026, filed 12 May 2026.