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

Crewe Advisors’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	$111K	Buy	1,824 +1,085	+147%	+$64.9K	0.01%	322
2026 Q1	$41.8K	Sell	739 -537	-42%	-$31.2K	﹤0.01%	390
2025 Q4	$72.5K	Buy	1,276 +372	+41%	+$20.9K	0.01%	322
2025 Q3	$50K	Buy	904 +76	+9%	+$4.09K	﹤0.01%	380
2025 Q2	$43.3K	Buy	828 +560	+209%	+$28K	0.01%	304
2025 Q1	$13.7K	Sell	268 -701	-72%	-$36.4K	﹤0.01%	394
2024 Q4	$49.6K	Buy	969 +560	+137%	+$29.8K	0.01%	284
2024 Q3	$21.6K	Sell	409 -143	-26%	-$7.28K	﹤0.01%	393
2024 Q2	$26.9K	Sell	552 -18	-3%	-$880	﹤0.01%	495
2024 Q1	$28.6K	Buy	+570	New	+$27.2K	﹤0.01%	441

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

Crewe Advisors's SPYV Position: Q2 2026 in Review

Crewe Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 147% in Q2 2026, buying an estimated $64.9K and bringing the position to 1,824 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #322.

Crewe Advisors first reported a position in SPYV in Q1 2024 and has held it in 10 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Crewe Advisors held 1,824 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $111K as of Q2 2026.
Crewe Advisors bought 1,085 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $64.9K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #322 holding.
Crewe Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 10 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 Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.