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

Envestnet Portfolio Solutions’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	$3.99M	Sell	65,628 -22,542	-26%	-$1.35M	0.02%	371
2026 Q1	$4.99M	Sell	88,170 -378,912	-81%	-$22M	0.03%	295
2025 Q4	$26.5M	Sell	467,082 -7,334	-2%	-$412K	0.09%	112
2025 Q3	$26.2M	Sell	474,416 -131,235	-22%	-$7.07M	0.1%	109
2025 Q2	$31.7M	Sell	605,651 -188,150	-24%	-$9.4M	0.12%	92
2025 Q1	$40.3M	Buy	793,801 +18,249	+2%	+$946K	0.15%	79
2024 Q4	$39.7M	Buy	775,552 +74,056	+11%	+$3.94M	0.13%	87
2024 Q3	$37.1M	Sell	701,496 -27,668	-4%	-$1.41M	0.12%	90
2024 Q2	$35.5M	Sell	729,164 -17,807	-2%	-$870K	0.12%	91
2024 Q1	$37.4M	Sell	746,971 -322,662	-30%	-$15.4M	0.14%	87
2023 Q4	$49.9M	Buy	1,069,633 +390,496	+57%	+$16.8M	0.21%	68
2023 Q3	$28M	Buy	+679,137	New	+$29.4M	0.13%	89

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

Envestnet Portfolio Solutions's SPYV Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 26% in Q2 2026, selling an estimated $1.35M and leaving 65,628 shares worth $3.99M. The position accounts for 0.02% of the portfolio, ranked #371.

Envestnet Portfolio Solutions first reported a position in SPYV in Q3 2023 and has held it in 12 quarters since. The position peaked at $49.9M in Q4 2023. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Envestnet Portfolio Solutions held 65,628 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.99M as of Q2 2026.
Envestnet Portfolio Solutions sold 22,542 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.35M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #371 holding.
Envestnet Portfolio Solutions 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.
Envestnet Portfolio Solutions's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $49.9M in Q4 2023.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.