CPRC
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Consolidated Portfolio Review Corp’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Consolidated Portfolio Review Corp’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
2025
Q4 		– Sell
-12,035
Closed -$666K – 354
2025
Q3 		$666K Buy
12,035
+1,314
+12% +$70.8K 0.08% 232
2025
Q2 		$561K Buy
10,721
+345
+3% +$17.2K 0.08% 238
2025
Q1 		$530K Buy
10,376
+284
+3% +$14.7K 0.08% 218
2024
Q4 		$516K Buy
10,092
+6,105
+153% +$325K 0.08% 227
2024
Q3 		$211K Sell
3,987
-171
-4% -$8.7K 0.05% 292
2024
Q2 		$203K Sell
4,158
-353
-8% -$17.3K 0.05% 281
2024
Q1 		$226K Sell
4,511
-163
-3% -$7.77K 0.06% 244
2023
Q4 		$218K Buy
+4,674
New +$202K 0.05% 274
2023
Q3 		– Sell
-4,904
Closed -$212K – 333
2023
Q2 		$212K Sell
4,904
-710
-13% -$29.3K 0.05% 290
2023
Q1 		$229K Buy
+5,614
New +$227K 0.06% 248

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Consolidated Portfolio Review Corp's SPYV Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2025, closing a stake of 12,035 shares — an estimated $666K sold.

Consolidated Portfolio Review Corp first reported a position in SPYV in Q1 2023 and held it in 10 quarters. The position peaked at $666K in Q3 2025. 1,158 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 12,035 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $666K.
  • Consolidated Portfolio Review Corp first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and held it in 10 quarters.
  • Consolidated Portfolio Review Corp's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $666K in Q3 2025.
  • 1,158 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.