EF
SPYV icon

Empowered Funds’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Empowered Funds’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 		$1.51M Buy
26,638
+19,909
+296% +$1.15M 0.01% 1239
2025
Q4 		$382K Buy
+6,729
New +$378K 0.01% 812
2022
Q2 		– Sell
-929,146
Closed -$38.8M – 332
2022
Q1 		$38.8M Buy
+929,146
New +$38.3M 4.24% 1

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Empowered Funds's SPYV Position: Q1 2026 in Review

Empowered Funds increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 296% in Q1 2026, buying an estimated $1.15M and bringing the position to 26,638 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #1239.

Empowered Funds first reported a position in SPYV in Q1 2022 and has held it in 3 quarters since. The position peaked at $38.8M in Q1 2022. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Empowered Funds held 26,638 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.51M as of Q1 2026.
  • Empowered Funds bought 19,909 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $1.15M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1239 holding.
  • Empowered Funds first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and has held it in 3 quarters since.
  • Empowered Funds's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $38.8M in Q1 2022.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.