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Estate Planners Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Estate Planners Group’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 		– Sell
-216
Closed -$12.3K – 367
2025
Q4 		$12.3K Buy
+216
New +$12.1K 0.01% 260

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Estate Planners Group's SPYV Position: Q1 2026 in Review

Estate Planners Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2026, closing a stake of 216 shares — an estimated $12.3K sold.

Estate Planners Group first reported a position in SPYV in Q4 2025 and held it in 1 quarter. The position peaked at $12.3K in Q4 2025. 1,178 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Estate Planners Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 216 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $12.3K.
  • Estate Planners Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $12.3K in Q4 2025.
  • 1,178 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.