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 Q2	$1.76M	Buy	28,982 +2,344	+9%	+$140K	0.01%	1251
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 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

Empowered Funds's SPYV Position: Q2 2026 in Review

Empowered Funds increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 8.8% in Q2 2026, buying an estimated $140K and bringing the position to 28,982 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #1251.

Empowered Funds first reported a position in SPYV in Q1 2022 and has held it in 4 quarters since. The position peaked at $38.8M in Q1 2022. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Empowered Funds held 28,982 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.76M as of Q2 2026.
Empowered Funds bought 2,344 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $140K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1251 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 4 quarters since.
Empowered Funds's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $38.8M in Q1 2022.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.