EH
SPYV icon

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

Equitable Holdings’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 		$320M Buy
5,262,630
+363,890
+7% +$21.8M 1.91% 4
2026
Q1 		$278M Sell
4,898,740
-266,560
-5% -$15.5M 1.79% 5
2025
Q4 		$293M Buy
5,165,300
+293,750
+6% +$16.5M 2.01% 6
2025
Q3 		$270M Sell
4,871,550
-7,720
-0.2% -$416K 1.98% 6
2025
Q2 		$255M Buy
4,879,270
+442,360
+10% +$22.1M 2.11% 6
2025
Q1 		$227M Buy
4,436,910
+502,550
+13% +$26.1M 2.15% 6
2024
Q4 		$201M Buy
3,934,360
+112,130
+3% +$5.97M 1.91% 9
2024
Q3 		$202M Buy
3,822,230
+82,160
+2% +$4.18M 1.96% 8
2024
Q2 		$182M Sell
3,740,070
-56,390
-1% -$2.76M 1.92% 10
2024
Q1 		$190M Buy
3,796,460
+797,680
+27% +$38M 2.14% 10
2023
Q4 		$140M Buy
2,998,780
+274,790
+10% +$11.9M 1.72% 11
2023
Q3 		$112M Buy
2,723,990
+130,390
+5% +$5.65M 1.61% 11
2023
Q2 		$112M Buy
2,593,600
+265,200
+11% +$11M 1.61% 12
2023
Q1 		$94.8M Buy
2,328,400
+55,950
+2% +$2.27M 1.52% 13
2022
Q4 		$88.4M Buy
2,272,450
+29,860
+1% +$1.14M 1.54% 12
2022
Q3 		$77.3M Sell
2,242,590
-297,530
-12% -$11.3M 1.51% 12
2022
Q2 		$93.5M Sell
2,540,120
-219,790
-8% -$8.7M 1.78% 12
2022
Q1 		$115M Sell
2,759,910
-262,560
-9% -$10.8M 1.89% 13
2021
Q4 		$127M Sell
3,022,470
-20,180
-0.7% -$824K 2% 13
2021
Q3 		$119M Buy
3,042,650
+202,680
+7% +$8.09M 2.03% 13
2021
Q2 		$112M Buy
2,839,970
+863,370
+44% +$34.1M 1.93% 13
2021
Q1 		$74.9M Buy
1,976,600
+762,360
+63% +$27.6M 1.58% 13
2020
Q4 		$41.8M Buy
1,214,240
+63,268
+5% +$2.06M 0.95% 24
2020
Q3 		$34.8M Buy
1,150,972
+581,583
+102% +$17.7M 0.9% 26
2020
Q2 		$16.5M Buy
569,389
+290,556
+104% +$8.28M 0.47% 48
2020
Q1 		$7.21M Buy
278,833
+215,705
+342% +$6.89M 0.26% 69
2019
Q4 		$2.2M Buy
+63,128
New +$2.11M 0.06% 176

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Equitable Holdings's SPYV Position: Q2 2026 in Review

Equitable Holdings increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 7.4% in Q2 2026, buying an estimated $21.8M and bringing the position to 5,262,630 shares worth $320M. The position accounts for 1.91% of the portfolio, ranked #4.

Equitable Holdings first reported a position in SPYV in Q4 2019 and has held it in 27 quarters since. 1,214 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Equitable Holdings held 5,262,630 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $320M as of Q2 2026.
  • Equitable Holdings bought 363,890 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $21.8M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 1.91% of Equitable Holdings's portfolio in Q2 2026, its #4 holding.
  • Equitable Holdings first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,214 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.