Empower Advisory Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Empower Advisory Group’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	$227K	Buy	+4,004	New	+$232K	﹤0.01%	472
2025 Q4	–	Sell	-5,850	Closed	-$324K	–	546
2025 Q3	$324K	Sell	5,850 -3,542	-38%	-$191K	﹤0.01%	413
2025 Q2	$492K	Buy	9,392 +1,960	+26%	+$97.9K	﹤0.01%	333
2025 Q1	$380K	Sell	7,432 -791	-10%	-$41K	﹤0.01%	360
2024 Q4	$421K	Sell	8,223 -7,068	-46%	-$376K	﹤0.01%	348
2024 Q3	$808K	Buy	15,291 +8,383	+121%	+$427K	﹤0.01%	252
2024 Q2	$337K	Buy	6,908 +1,441	+26%	+$70.4K	﹤0.01%	373
2024 Q1	$274K	Buy	5,467 +272	+5%	+$13K	﹤0.01%	425
2023 Q4	$242K	Buy	+5,195	New	+$224K	﹤0.01%	431
2023 Q3	–	Sell	-5,607	Closed	-$242K	–	484
2023 Q2	$242K	Sell	5,607 -121	-2%	-$5K	﹤0.01%	433
2023 Q1	$233K	Buy	+5,728	New	+$232K	﹤0.01%	443

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

Empower Advisory Group's SPYV Position: Q1 2026 in Review

Empower Advisory Group opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2026: 4,004 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #472 among its holdings. This is a return to the name: Empower Advisory Group previously reported a position in SPYV as recently as Q3 2025.

Empower Advisory Group first reported a position in SPYV in Q1 2023 and has held it in 11 quarters since. The position peaked at $808K in Q3 2024. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Empower Advisory Group held 4,004 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $227K as of Q1 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new Empower Advisory Group position in Q1 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #472 holding.
Empower Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and has held it in 11 quarters since.
Empower Advisory Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $808K in Q3 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 Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.