Cornerstone Advisors Asset Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Cornerstone Advisors Asset 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	$2.45M	Buy	40,248 +178	+0.4%	+$10.7K	0.32%	54
2026 Q1	$2.27M	Sell	40,070 -540	-1%	-$31.3K	0.35%	53
2025 Q4	$2.31M	Buy	40,610 +221	+0.5%	+$12.4K	0.37%	52
2025 Q3	$2.23M	Sell	40,389 -2,089	-5%	-$112K	0.39%	45
2025 Q2	$2.22M	Buy	42,478 +695	+2%	+$34.7K	0.43%	44
2025 Q1	$2.13M	Buy	41,783 +145	+0.3%	+$7.52K	0.44%	42
2024 Q4	$2.13M	Buy	41,638 +1,690	+4%	+$89.9K	0.46%	40
2024 Q3	$2.11M	Buy	39,948 +3,491	+10%	+$178K	0.47%	40
2024 Q2	$1.78M	Buy	36,457 +7,970	+28%	+$390K	0.5%	41
2024 Q1	$1.43M	Buy	28,487 +4,331	+18%	+$206K	0.5%	37
2023 Q4	$1.13M	Buy	24,156 +4,688	+24%	+$202K	0.43%	42
2023 Q3	$803K	Buy	+19,468	New	+$843K	0.32%	49

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cornerstone Advisors Asset Management's SPYV Position: Q2 2026 in Review

Cornerstone Advisors Asset Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.44% in Q2 2026, buying an estimated $10.7K and bringing the position to 40,248 shares worth $2.45M. The position accounts for 0.32% of the portfolio, ranked #54.

Cornerstone Advisors Asset Management first reported a position in SPYV in Q3 2023 and has held it in 12 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Cornerstone Advisors Asset Management held 40,248 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.45M as of Q2 2026.
Cornerstone Advisors Asset Management bought 178 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $10.7K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.32% of Cornerstone Advisors Asset Management's portfolio in Q2 2026, its #54 holding.
Cornerstone Advisors Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2023 and has held it in 12 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.