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

Family 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	$77K	Buy	+1,266	New	+$75.8K	0.01%	292
2025 Q2	–	Sell	-1,266	Closed	-$64.7K	–	242
2025 Q1	$64.7K	Hold	1,266	–	–	0.01%	187
2024 Q4	$64.7K	Hold	1,266	–	–	0.01%	172
2024 Q3	$66.9K	Hold	1,266	–	–	0.01%	170
2024 Q2	$61.7K	Hold	1,266	–	–	0.01%	154
2024 Q1	$63.4K	Hold	1,266	–	–	0.01%	158
2023 Q4	$59K	Hold	1,266	–	–	0.01%	150
2023 Q3	$52.2K	Sell	1,266 -506	-29%	-$21.9K	0.01%	141
2023 Q2	$76.5K	Sell	1,772 -2,278	-56%	-$94.1K	0.02%	147
2023 Q1	$165K	Sell	4,050 -441	-10%	-$17.9K	0.04%	124
2022 Q4	$175K	Buy	+4,491	New	+$172K	0.04%	137
2020 Q2	–	Sell	-1,861	Closed	-$48K	–	173
2020 Q1	$48K	Hold	1,861	–	–	0.02%	147
2019 Q4	$65K	Buy	1,861 +36	+2%	+$1.2K	0.02%	174
2019 Q3	$58K	Hold	1,825	–	–	0.02%	161
2019 Q2	$57K	Buy	+1,825	New	+$56.2K	0.02%	154
2019 Q1	–	Sell	-31,366	Closed	-$852K	–	146
2018 Q4	$852K	Buy	+31,366	New	+$922K	0.36%	62

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

Family Management's SPYV Position: Q2 2026 in Review

Family Management opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 1,266 shares worth $77K. The stake represents 0.01% of the portfolio and ranks #292 among its holdings. This is a return to the name: Family Management previously reported a position in SPYV as recently as Q1 2025.

Family Management first reported a position in SPYV in Q4 2018 and has held it in 16 quarters since. The position peaked at $852K in Q4 2018. 1,219 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Family Management held 1,266 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $77K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new Family Management position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Family Management's portfolio in Q2 2026, its #292 holding.
Family Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2018 and has held it in 16 quarters since.
Family Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $852K in Q4 2018.
1,219 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.