Creative Financial Designs’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Creative Financial Designs’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	$10.2M	Buy	167,230 +4,714	+3%	+$282K	0.48%	50
2026 Q1	$9.2M	Sell	162,516 -692,823	-81%	-$40.2M	0.56%	45
2025 Q4	$48.6M	Buy	855,339 +29,493	+4%	+$1.66M	3.06%	1
2025 Q3	$45.7M	Buy	825,846 +36,687	+5%	+$1.98M	3.07%	1
2025 Q2	$41.3M	Sell	789,159 -456	-0.1%	-$22.8K	2.97%	1
2025 Q1	$40.3M	Buy	789,615 +40,116	+5%	+$2.08M	3.22%	1
2024 Q4	$38.3M	Buy	749,499 +30,292	+4%	+$1.61M	3.11%	2
2024 Q3	$38M	Sell	719,207 -41,657	-5%	-$2.12M	3.2%	1
2024 Q2	$37.1M	Buy	760,864 +44,708	+6%	+$2.19M	3.3%	2
2024 Q1	$35.9M	Buy	716,156 +22,035	+3%	+$1.05M	3.39%	1
2023 Q4	$32.4M	Buy	694,121 +57,804	+9%	+$2.49M	3.29%	2
2023 Q3	$26.3M	Buy	636,317 +67,409	+12%	+$2.92M	3.06%	5
2023 Q2	$24.6M	Buy	568,908 +35,531	+7%	+$1.47M	2.89%	3
2023 Q1	$21.7M	Buy	533,377 +496,075	+1,330%	+$20.1M	2.84%	5
2022 Q4	$1.45M	Buy	37,302 +103	+0.3%	+$3.94K	0.21%	90
2022 Q3	$1.28M	Buy	37,199 +2,327	+7%	+$88.3K	0.21%	93
2022 Q2	$1.28M	Buy	34,872 +1,823	+6%	+$72.2K	0.21%	99
2022 Q1	$1.38M	Buy	33,049 +28,219	+584%	+$1.16M	0.21%	102
2021 Q4	$203K	Hold	4,830	–	–	0.03%	309
2021 Q3	$188K	Sell	4,830 -286	-6%	-$11.4K	0.03%	310
2021 Q2	$202K	Sell	5,116 -139	-3%	-$5.5K	0.04%	289
2021 Q1	$199K	Hold	5,255	–	–	0.04%	273
2020 Q4	$181K	Sell	5,255 -219	-4%	-$7.12K	0.04%	272
2020 Q3	$165K	Sell	5,474 -949	-15%	-$28.8K	0.04%	259
2020 Q2	$186K	Sell	6,423 -12	-0.2%	-$342	0.06%	210
2020 Q1	$166K	Buy	6,435 +228	+4%	+$7.28K	0.09%	140
2019 Q4	$217K	Sell	6,207 -411	-6%	-$13.7K	0.1%	146
2019 Q3	$205K	Buy	6,618 +3,855	+140%	+$121K	0.11%	135
2019 Q2	$87K	Hold	2,763	–	–	0.05%	190
2019 Q1	$84K	Buy	2,763 +1,046	+61%	+$30.8K	0.05%	179
2018 Q4	$47K	Buy	1,717 +77	+5%	+$2.26K	0.03%	200
2018 Q3	$51K	Buy	1,640 +1,565	+2,087%	+$48.3K	0.03%	227
2018 Q2	$2K	Buy	+75	New	+$2.23K	﹤0.01%	667

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

Creative Financial Designs's SPYV Position: Q2 2026 in Review

Creative Financial Designs increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.9% in Q2 2026, buying an estimated $282K and bringing the position to 167,230 shares worth $10.2M. The position accounts for 0.48% of the portfolio, ranked #50.

Creative Financial Designs first reported a position in SPYV in Q2 2018 and has held it in 33 quarters since. The position peaked at $48.6M in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Creative Financial Designs held 167,230 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $10.2M as of Q2 2026.
Creative Financial Designs bought 4,714 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $282K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.48% of Creative Financial Designs's portfolio in Q2 2026, its #50 holding.
Creative Financial Designs first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2018 and has held it in 33 quarters since.
Creative Financial Designs's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $48.6M in Q4 2025.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.