Elm Partners Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Elm Partners Management’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	$248K	Sell	4,086 -624	-13%	-$37.3K	0.01%	147
2026 Q1	$262K	Hold	4,710	–	–	0.01%	137
2025 Q4	$268K	Buy	4,710 +36	+0.8%	+$2.02K	0.01%	136
2025 Q3	$259K	Buy	+4,674	New	+$252K	0.01%	134

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Elm Partners Management's SPYV Position: Q2 2026 in Review

Elm Partners Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 13% in Q2 2026, selling an estimated $37.3K and leaving 4,086 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #147.

Elm Partners Management first reported a position in SPYV in Q3 2025 and has held it in 4 quarters since. The position peaked at $268K in Q4 2025. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Elm Partners Management held 4,086 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $248K as of Q2 2026.
Elm Partners Management sold 624 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $37.3K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Elm Partners Management's portfolio in Q2 2026, its #147 holding.
Elm Partners Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
Elm Partners Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $268K in Q4 2025.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.