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

CX Institutional’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	$18.7M	Buy	307,901 +845	+0.3%	+$50.6K	0.54%	43
2026 Q1	$17.4M	Sell	307,056 -20,235	-6%	-$1.17M	0.53%	42
2025 Q4	$18.6M	Buy	327,291 +6,547	+2%	+$368K	0.55%	38
2025 Q3	$17.7M	Buy	320,744 +16,018	+5%	+$863K	0.54%	37
2025 Q2	$15.9M	Buy	304,726 +46,074	+18%	+$2.3M	0.56%	35
2025 Q1	$13.2M	Sell	258,652 -11,314	-4%	-$587K	0.5%	49
2024 Q4	$13.8M	Buy	269,966 +103,762	+62%	+$5.52M	0.55%	44
2024 Q3	$8.79M	Buy	166,204 +12,794	+8%	+$651K	0.39%	69
2024 Q2	$7.48M	Buy	153,410 +7,601	+5%	+$372K	0.35%	72
2024 Q1	$7.31M	Buy	145,809 +7,601	+5%	+$362K	0.35%	71
2023 Q4	$6.44M	Sell	138,208 -60,465	-30%	-$2.61M	0.34%	79
2023 Q3	$8.2M	Sell	198,673 -15,827	-7%	-$685K	0.45%	61
2023 Q2	$9.27M	Sell	214,500 -13,855	-6%	-$572K	0.48%	58
2023 Q1	$9.3M	Buy	228,355 +25,378	+13%	+$1.03M	0.5%	56
2022 Q4	$7.89M	Sell	202,977 -163,586	-45%	-$6.27M	0.48%	49
2022 Q3	$12.6M	Sell	366,563 -215,994	-37%	-$8.19M	0.88%	24
2022 Q2	$21.4M	Buy	582,557 +409,957	+238%	+$16.2M	1.62%	7
2022 Q1	$7.21M	Sell	172,600 -17,188	-9%	-$709K	0.58%	44
2021 Q4	$7.97M	Buy	189,788 +24,860	+15%	+$1.01M	0.63%	40
2021 Q3	$6.43M	Sell	164,928 -5,050	-3%	-$202K	0.53%	49
2021 Q2	$6.72M	Sell	169,978 -2,017	-1%	-$79.8K	0.55%	47
2021 Q1	$6.52M	Sell	171,995 -111,764	-39%	-$4.04M	0.58%	45
2020 Q4	$9.76M	Sell	283,759 -30,180	-10%	-$981K	0.94%	19
2020 Q3	$9.48M	Buy	313,939 +90,393	+40%	+$2.75M	1.02%	18
2020 Q2	$6.48M	Sell	223,546 -41,507	-16%	-$1.18M	0.85%	27
2020 Q1	$6.85M	Buy	265,053 +15,758	+6%	+$503K	1.12%	18
2019 Q4	$8.7M	Sell	249,295 -4,255	-2%	-$142K	1.52%	17
2019 Q3	$8.1M	Buy	253,550 +65,939	+35%	+$2.08M	1.31%	21
2019 Q2	$5.87M	Buy	+187,611	New	+$5.77M	0.93%	27

Other funds holding SPYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CX Institutional's SPYV Position: Q2 2026 in Review

CX Institutional increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.28% in Q2 2026, buying an estimated $50.6K and bringing the position to 307,901 shares worth $18.7M. The position accounts for 0.54% of the portfolio, ranked #43.

CX Institutional first reported a position in SPYV in Q2 2019 and has held it in 29 quarters since. The position peaked at $21.4M in Q2 2022. 220 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

CX Institutional held 307,901 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $18.7M as of Q2 2026.
CX Institutional bought 845 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $50.6K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.54% of CX Institutional's portfolio in Q2 2026, its #43 holding.
CX Institutional first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2019 and has held it in 29 quarters since.
CX Institutional's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $21.4M in Q2 2022.
220 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.