Evergreen Capital Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Evergreen Capital 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 Q2	$636K	Hold	10,469	–	–	0.01%	761
2026 Q1	$592K	Hold	10,469	–	–	0.01%	688
2025 Q4	$595K	Buy	10,469 +3,000	+40%	+$169K	0.01%	650
2025 Q3	$413K	Hold	7,469	–	–	0.01%	750
2025 Q2	$391K	Buy	+7,469	New	+$373K	0.01%	667
2023 Q4	–	Sell	-5,200	Closed	-$215K	–	898
2023 Q3	$215K	Buy	+5,200	New	+$225K	0.01%	681

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

Evergreen Capital Management's SPYV Position: Q2 2026 in Review

Evergreen Capital Management held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 10,469 shares worth $636K. The position accounts for 0.01% of the portfolio, ranked #761.

Evergreen Capital Management first reported a position in SPYV in Q3 2023 and has held it in 6 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Evergreen Capital Management held 10,469 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $636K as of Q2 2026.
Evergreen Capital Management left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #761 holding.
Evergreen Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2023 and has held it in 6 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.