Farther Finance Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Farther Finance Advisors’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	$11.6M	Buy	191,510 +8,341	+5%	+$499K	0.09%	194
2026 Q1	$10.4M	Buy	183,169 +4,236	+2%	+$246K	0.1%	187
2025 Q4	$10.2M	Buy	178,933 +2,696	+2%	+$151K	0.11%	165
2025 Q3	$9.75M	Buy	176,237 +21,383	+14%	+$1.15M	0.15%	126
2025 Q2	$8.11M	Buy	154,854 +28,851	+23%	+$1.44M	0.16%	115
2025 Q1	$6.43M	Buy	126,003 +103,627	+463%	+$5.37M	0.16%	121
2024 Q4	$1.14M	Sell	22,376 -493	-2%	-$26.2K	0.04%	330
2024 Q3	$1.21M	Buy	22,869 +31	+0.1%	+$1.58K	0.05%	304
2024 Q2	$1.11M	Sell	22,838 -1,952	-8%	-$95.4K	0.05%	279
2024 Q1	$1.23M	Buy	24,790 +23,556	+1,909%	+$1.12M	0.08%	221
2023 Q4	$57.5K	Sell	1,234 -11	-0.9%	-$474	﹤0.01%	990
2023 Q3	$51.4K	Buy	1,245 +371	+42%	+$16.1K	0.01%	764
2023 Q2	$37.8K	Buy	874 +351	+67%	+$14.5K	0.01%	757
2023 Q1	$21.3K	Buy	523 +259	+98%	+$10.5K	0.01%	881
2022 Q4	$10.3K	Buy	+264	New	+$10.1K	﹤0.01%	933

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

Farther Finance Advisors's SPYV Position: Q2 2026 in Review

Farther Finance Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.6% in Q2 2026, buying an estimated $499K and bringing the position to 191,510 shares worth $11.6M. The position accounts for 0.09% of the portfolio, ranked #194.

Farther Finance Advisors first reported a position in SPYV in Q4 2022 and has held it in 15 quarters since. 1,219 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Farther Finance Advisors held 191,510 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $11.6M as of Q2 2026.
Farther Finance Advisors bought 8,341 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $499K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.09% of Farther Finance Advisors's portfolio in Q2 2026, its #194 holding.
Farther Finance Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
1,219 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.