EFH
SPYV icon

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

Eaton Financial Holdings’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
-112,479
Closed -$6.39M – 141
2025
Q4 		$6.39M Buy
112,479
+1
+0% +$56 1.72% 17
2025
Q3 		$6.22M Sell
112,478
-141,475
-56% -$7.62M 1.75% 15
2025
Q2 		$13.3M Sell
253,953
-24,314
-9% -$1.22M 4.09% 7
2025
Q1 		$14.2M Sell
278,267
-18,590
-6% -$964K 5.9% 5
2024
Q4 		$15.2M Buy
296,857
+3,238
+1% +$172K 5.85% 3
2024
Q3 		$15.5M Buy
+293,619
New +$14.9M 6.32% 2

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

Eaton Financial Holdings's SPYV Position: Q1 2026 in Review

Eaton Financial Holdings sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2026, closing a stake of 112,479 shares — an estimated $6.39M sold.

Eaton Financial Holdings first reported a position in SPYV in Q3 2024 and held it in 6 quarters. The position peaked at $15.5M in Q3 2024. 1,178 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Eaton Financial Holdings reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Eaton Financial Holdings sold 112,479 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $6.39M.
  • Eaton Financial Holdings first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and held it in 6 quarters.
  • Eaton Financial Holdings's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $15.5M in Q3 2024.
  • 1,178 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Eaton Financial Holdings's 13F filing for Q1 2026, filed 15 Apr 2026.