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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$409K Sell
7,227
-5,401
-43% -$313K 0.11% 244
2025
Q4
$717K Buy
12,628
+183
+1% +$10.3K 0.2% 143
2025
Q3
$689K Buy
12,445
+831
+7% +$44.8K 0.19% 175
2025
Q2
$608K Buy
11,614
+453
+4% +$22.6K 0.19% 173
2025
Q1
$570K Buy
11,161
+1,601
+17% +$83K 0.19% 155
2024
Q4
$489K Buy
9,560
+1,829
+24% +$97.3K 0.16% 165
2024
Q3
$409K Buy
7,731
+2,174
+39% +$111K 0.15% 188
2024
Q2
$271K Sell
5,557
-10,080
-64% -$493K 0.1% 268
2024
Q1
$783K Buy
15,637
+1,093
+8% +$52.1K 0.38% 72
2023
Q4
$678K Sell
14,544
-75
-0.5% -$3.23K 0.55% 60
2023
Q3
$603K Buy
+14,619
New +$633K 0.53% 64

Other funds holding SPYV

Empirical Asset Management's SPYV Position: Q1 2026 in Review

Empirical Asset Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 43% in Q1 2026, selling an estimated $313K and leaving 7,227 shares worth $409K. The position accounts for 0.11% of the portfolio, ranked #244.

Empirical Asset Management first reported a position in SPYV in Q3 2023 and has held it in 11 quarters since. The position peaked at $783K in Q1 2024. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Empirical Asset Management held 7,227 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $409K as of Q1 2026.
  • Empirical Asset Management sold 5,401 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $313K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.11% of Empirical Asset Management's portfolio in Q1 2026, its #244 holding.
  • Empirical Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2023 and has held it in 11 quarters since.
  • Empirical Asset Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $783K in Q1 2024.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.