DPI
SPYV icon

Diversified Portfolios Inc’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Diversified Portfolios Inc’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 		$1.41M Buy
24,837
+500
+2% +$29K 0.12% 84
2025
Q4 		$1.38M Buy
24,337
+1,100
+5% +$61.8K 0.12% 82
2025
Q3 		$1.29M Buy
23,237
+20
+0.1% +$1.08K 0.11% 79
2025
Q2 		$1.22M Buy
23,217
+155
+0.7% +$7.75K 0.12% 81
2025
Q1 		$1.18M Sell
23,062
-2,800
-11% -$145K 0.12% 78
2024
Q4 		$1.32M Buy
25,862
+3,602
+16% +$192K 0.14% 73
2024
Q3 		$1.18M Buy
22,260
+33
+0.1% +$1.68K 0.13% 73
2024
Q2 		$1.08M Buy
22,227
+50
+0.2% +$2.44K 0.14% 76
2024
Q1 		$1.11M Hold
22,177
– – 0.16% 66
2023
Q4 		$1.03M Sell
22,177
-1,467
-6% -$63.3K 0.16% 66
2023
Q3 		$976K Buy
23,644
+2,685
+13% +$116K 0.18% 61
2023
Q2 		$905K Buy
20,959
+500
+2% +$20.6K 0.18% 62
2023
Q1 		$833K Buy
20,459
+925
+5% +$37.5K 0.19% 68
2022
Q4 		$760K Buy
+19,534
New +$748K 0.17% 68

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Diversified Portfolios Inc's SPYV Position: Q1 2026 in Review

Diversified Portfolios Inc increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.1% in Q1 2026, buying an estimated $29K and bringing the position to 24,837 shares worth $1.41M. The position accounts for 0.12% of the portfolio, ranked #84.

Diversified Portfolios Inc first reported a position in SPYV in Q4 2022 and has held it in 14 quarters since. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Diversified Portfolios Inc held 24,837 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.41M as of Q1 2026.
  • Diversified Portfolios Inc bought 500 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $29K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.12% of Diversified Portfolios Inc's portfolio in Q1 2026, its #84 holding.
  • Diversified Portfolios Inc first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.