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

Eldridge Investment 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 Q1	–	Sell	-4,055	Closed	-$230K	–	162
2025 Q4	$230K	Buy	4,055 +143	+4%	+$8.03K	0.05%	149
2025 Q3	$216K	Sell	3,912 -973	-20%	-$52.4K	0.05%	153
2025 Q2	$256K	Sell	4,885 -2,218	-31%	-$111K	0.05%	144
2025 Q1	$363K	Sell	7,103 -22,143	-76%	-$1.15M	0.08%	128
2024 Q4	$1.5M	Sell	29,246 -34,575	-54%	-$1.84M	0.35%	61
2024 Q3	$3.37M	Buy	+63,821	New	+$3.25M	0.79%	30

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Eldridge Investment Advisors's SPYV Position: Q1 2026 in Review

Eldridge Investment Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2026, closing a stake of 4,055 shares — an estimated $230K sold.

Eldridge Investment Advisors first reported a position in SPYV in Q3 2024 and held it in 6 quarters. The position peaked at $3.37M in Q3 2024. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Eldridge Investment Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
Eldridge Investment Advisors sold 4,055 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $230K.
Eldridge Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and held it in 6 quarters.
Eldridge Investment Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $3.37M in Q3 2024.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.