CFS
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Coordinated Financial Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Coordinated Financial Services’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 		$838K Sell
14,815
-371
-2% -$21.5K 0.48% 61
2025
Q4 		$863K Buy
15,186
+351
+2% +$19.7K 0.5% 59
2025
Q3 		$821K Buy
14,835
+1,060
+8% +$57.1K 0.53% 57
2025
Q2 		$721K Buy
13,775
+489
+4% +$24.4K 0.5% 65
2025
Q1 		$679K Buy
13,286
+2,353
+22% +$122K 0.52% 59
2024
Q4 		$559K Buy
+10,933
New +$582K 0.44% 64
2024
Q2 		$474K Sell
9,732
-269
-3% -$13.1K 0.41% 72
2024
Q1 		$501K Buy
+10,001
New +$477K 0.44% 66

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

Coordinated Financial Services's SPYV Position: Q1 2026 in Review

Coordinated Financial Services reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.4% in Q1 2026, selling an estimated $21.5K and leaving 14,815 shares worth $838K. The position accounts for 0.48% of the portfolio, ranked #61.

Coordinated Financial Services first reported a position in SPYV in Q1 2024 and has held it in 8 quarters since. The position peaked at $863K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Coordinated Financial Services held 14,815 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $838K as of Q1 2026.
  • Coordinated Financial Services sold 371 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $21.5K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.48% of Coordinated Financial Services's portfolio in Q1 2026, its #61 holding.
  • Coordinated Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 8 quarters since.
  • Coordinated Financial Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $863K in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.