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

Empirical Asset 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	$409K	Sell	6,735 -492	-7%	-$29.4K	0.09%	263
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

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

Empirical Asset Management's SPYV Position: Q2 2026 in Review

Empirical Asset Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.8% in Q2 2026, selling an estimated $29.4K and leaving 6,735 shares worth $409K. The position accounts for 0.09% of the portfolio, ranked #263.

Empirical Asset Management first reported a position in SPYV in Q3 2023 and has held it in 12 quarters since. The position peaked at $783K in Q1 2024. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Empirical Asset Management held 6,735 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $409K as of Q2 2026.
Empirical Asset Management sold 492 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $29.4K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.09% of Empirical Asset Management's portfolio in Q2 2026, its #263 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 12 quarters since.
Empirical Asset Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $783K in Q1 2024.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.