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

Fedenia Advisers’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	$14K	Buy	+231	New	+$13.8K	﹤0.01%	336
2025 Q1	–	Sell	-812	Closed	-$41.5K	–	383
2024 Q4	$41.5K	Buy	+812	New	+$43.2K	0.02%	263

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

Fedenia Advisers's SPYV Position: Q2 2026 in Review

Fedenia Advisers opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 231 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: Fedenia Advisers previously reported a position in SPYV as recently as Q4 2024.

Fedenia Advisers first reported a position in SPYV in Q4 2024 and has held it in 2 quarters since. The position peaked at $41.5K in Q4 2024. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Fedenia Advisers held 231 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $14K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new Fedenia Advisers position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Fedenia Advisers's portfolio in Q2 2026, its #336 holding.
Fedenia Advisers first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 2 quarters since.
Fedenia Advisers's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $41.5K in Q4 2024.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.