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WELLINGTON-ALTUS USA INC.’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$19.6K Hold
346
– – 0.01% 504
2026
Q1 		$21K Hold
346
– – 0.01% 515
2025
Q4 		$19.7K Buy
+346
New +$19.4K 0.01% 488

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LPL Financial
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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

WELLINGTON-ALTUS USA INC.'s SPYV Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 346 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #504.

WELLINGTON-ALTUS USA INC. first reported a position in SPYV in Q4 2025 and has held it in 3 quarters since. The position peaked at $21K in Q1 2026. 1,217 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 346 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $19.6K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. 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 WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #504 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s State Street SPDR Portfolio S&P 500 Value ETF position peaked at $21K in Q1 2026.
  • 1,217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.