CIM
SPYV icon

Corda Investment Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Corda Investment Management’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
Q2 		$3.65M Sell
59,964
-4
-0% -$239 0.22% 51
2026
Q1 		$3.39M Buy
59,968
+3,013
+5% +$175K 0.23% 49
2025
Q4 		$3.24M Buy
56,955
+3,712
+7% +$209K 0.24% 50
2025
Q3 		$2.95M Buy
53,243
+1,081
+2% +$58.2K 0.21% 51
2025
Q2 		$2.73M Buy
52,162
+32
+0.1% +$1.6K 0.2% 48
2025
Q1 		$2.66M Buy
52,130
+1,873
+4% +$97.1K 0.21% 46
2024
Q4 		$2.57M Sell
50,257
-549
-1% -$29.2K 0.21% 46
2024
Q3 		$2.69M Sell
50,806
-338
-0.7% -$17.2K 0.21% 46
2024
Q2 		$2.49M Buy
51,144
+740
+1% +$36.2K 0.2% 47
2024
Q1 		$2.53M Sell
50,404
-2,363
-4% -$113K 0.2% 48
2023
Q4 		$2.46M Sell
52,767
-3,641
-6% -$157K 0.21% 47
2023
Q3 		$2.33M Sell
56,408
-1,634
-3% -$70.8K 0.21% 47
2023
Q2 		$2.51M Sell
58,042
-3,100
-5% -$128K 0.2% 53
2023
Q1 		$2.49M Sell
61,142
-1,462
-2% -$59.2K 0.2% 53
2022
Q4 		$2.43M Sell
62,604
-1,623
-3% -$62.2K 0.2% 53
2022
Q3 		$2.21M Sell
64,227
-2,724
-4% -$103K 0.2% 54
2022
Q2 		$2.46M Sell
66,951
-5,480
-8% -$217K 0.21% 53
2022
Q1 		$3.02M Sell
72,431
-5,504
-7% -$227K 0.23% 55
2021
Q4 		$3.27M Buy
77,935
+213
+0.3% +$8.69K 0.26% 54
2021
Q3 		$3.03M Buy
77,722
+569
+0.7% +$22.7K 0.26% 52
2021
Q2 		$3.05M Buy
77,153
+974
+1% +$38.5K 0.26% 52
2021
Q1 		$2.89M Buy
76,179
+3,052
+4% +$110K 0.26% 50
2020
Q4 		$2.52M Buy
73,127
+2,258
+3% +$73.4K 0.25% 47
2020
Q3 		$2.14M Sell
70,869
-8,648
-11% -$263K 0.23% 49
2020
Q2 		$4.7M Buy
79,517
+11,469
+17% +$327K 0.54% 43
2020
Q1 		$1.76M Sell
68,048
-2,201
-3% -$70.3K 0.22% 48
2019
Q4 		$2.45M Buy
70,249
+3,663
+6% +$122K 0.26% 48
2019
Q3 		$2.13M Buy
66,586
+5,473
+9% +$172K 0.23% 50
2019
Q2 		$1.91M Buy
61,113
+7,097
+13% +$218K 0.21% 51
2019
Q1 		$1.64M Buy
+54,016
New +$1.59M 0.19% 52

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Corda Investment Management's SPYV Position: Q2 2026 in Review

Corda Investment Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.01% in Q2 2026, selling an estimated $239 and leaving 59,964 shares worth $3.65M. The position accounts for 0.22% of the portfolio, ranked #51.

Corda Investment Management first reported a position in SPYV in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.7M in Q2 2020. 1,216 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Corda Investment Management held 59,964 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.65M as of Q2 2026.
  • Corda Investment Management sold 4 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $239.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.22% of Corda Investment Management's portfolio in Q2 2026, its #51 holding.
  • Corda Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2019 and has held it in 30 quarters since.
  • Corda Investment Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.7M in Q2 2020.
  • 1,216 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Corda Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.