CAG
SPYV icon

Csenge Advisory Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Csenge Advisory Group’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 		– Sell
-8,301
Closed -$472K – 806
2025
Q4 		$472K Buy
+8,301
New +$466K 0.02% 453
2025
Q3 		– Sell
-10,423
Closed -$528K – 769
2025
Q2 		$528K Sell
10,423
-10,402
-50% -$520K 0.03% 416
2025
Q1 		$990K Buy
20,825
+12,848
+161% +$666K 0.06% 250
2024
Q4 		$408K Sell
7,977
-15,395
-66% -$819K 0.02% 481
2024
Q3 		$1.24M Buy
23,372
+12,119
+108% +$617K 0.06% 215
2024
Q2 		$548K Sell
11,253
-441
-4% -$21.6K 0.03% 380
2024
Q1 		$586K Sell
11,694
-15,052
-56% -$718K 0.03% 392
2023
Q4 		$1.25M Buy
26,746
+18,551
+226% +$800K 0.08% 201
2023
Q3 		$338K Buy
8,195
+31
+0.4% +$1.34K 0.02% 463
2023
Q2 		$353K Buy
+8,164
New +$337K 0.02% 458
2023
Q1 		– Sell
-45,316
Closed -$1.76M – 640
2022
Q4 		$1.76M Buy
45,316
+38,549
+570% +$1.48M 0.14% 140
2022
Q3 		$233K Sell
6,767
-620
-8% -$23.5K 0.02% 526
2022
Q2 		$272K Sell
7,387
-3,502
-32% -$139K 0.02% 472
2022
Q1 		$455K Buy
+10,889
New +$449K 0.04% 399
2021
Q4 		– Sell
-39,336
Closed -$1.56M – 608
2021
Q3 		$1.56M Buy
+39,336
New +$1.57M 0.13% 138
2021
Q2 		– Sell
-7,155
Closed -$276K – 584
2021
Q1 		$276K Buy
+7,155
New +$259K 0.03% 405
2020
Q1 		– Sell
-78,511
Closed -$2.74M – 338
2019
Q4 		$2.74M Buy
78,511
+24,364
+45% +$814K 0.7% 29
2019
Q3 		$1.73M Buy
+54,147
New +$1.7M 0.47% 43
2018
Q4 		– Sell
-32,455
Closed -$963K – 1300
2018
Q3 		$963K Buy
+32,455
New +$1M 0.37% 54

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Csenge Advisory Group's SPYV Position: Q1 2026 in Review

Csenge Advisory Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2026, closing a stake of 8,301 shares — an estimated $472K sold.

Csenge Advisory Group first reported a position in SPYV in Q3 2018 and held it in 19 quarters. The position peaked at $2.74M in Q4 2019. 1,178 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Csenge Advisory Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Csenge Advisory Group sold 8,301 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $472K.
  • Csenge Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2018 and held it in 19 quarters.
  • Csenge Advisory Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.74M in Q4 2019.
  • 1,178 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.