EFS
SPYV icon

Essex Financial Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Essex Financial Services’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 		$397K Buy
+6,530
New +$391K 0.02% 557

Other funds holding SPYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Essex Financial Services's SPYV Position: Q2 2026 in Review

Essex Financial Services opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 6,530 shares worth $397K. The stake represents 0.02% of the portfolio and ranks #557 among its holdings.

1,017 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Essex Financial Services held 6,530 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $397K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF was a new Essex Financial Services position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #557 holding.
  • 1,017 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.