Evelyn Partners Asset Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Evelyn Partners Asset Management’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	$45.6K	Buy	+806	New	+$46.8K	0.01%	176

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Evelyn Partners Asset Management's SPYV Position: Q1 2026 in Review

Evelyn Partners Asset Management opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2026: 806 shares worth $45.6K. The stake represents 0.01% of the portfolio and ranks #176 among its holdings.

1,178 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Evelyn Partners Asset Management held 806 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $45.6K as of Q1 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new Evelyn Partners Asset Management position in Q1 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #176 holding.
1,178 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.