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

Financial Engines 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 Q1	$4.61B	Sell	81,414,415 -394,776	-0.5%	-$22.9M	9.35%	1
2025 Q4	$4.65B	Buy	81,809,191 +79,829	+0.1%	+$4.48M	8.81%	1
2025 Q3	$4.52B	Buy	81,729,362 +642,820	+0.8%	+$34.6M	8.63%	1
2025 Q2	$4.24B	Buy	81,086,542 +2,276,767	+3%	+$114M	8.47%	1
2025 Q1	$4.02B	Buy	78,809,775 +595,377	+0.8%	+$30.9M	8.63%	2
2024 Q4	$4B	Buy	78,214,398 +1,528,406	+2%	+$81.3M	8.42%	1
2024 Q3	$4.05B	Buy	76,685,992 +1,461,428	+2%	+$74.4M	8.46%	1
2024 Q2	$3.67B	Buy	75,224,564 +1,325,340	+2%	+$64.8M	8.15%	2
2024 Q1	$3.7B	Sell	73,899,224 -524,325	-0.7%	-$25M	8.34%	1
2023 Q4	$3.47B	Buy	74,423,549 +939,703	+1%	+$40.5M	8.19%	2
2023 Q3	$3.03B	Buy	73,483,846 +1,485,730	+2%	+$64.3M	7.97%	2
2023 Q2	$3.11B	Buy	71,998,116 +1,788,450	+3%	+$73.9M	7.89%	2
2023 Q1	$2.86B	Buy	70,209,666 +2,885,892	+4%	+$117M	7.59%	3
2022 Q4	$2.62B	Buy	67,323,774 +5,126,906	+8%	+$196M	7.48%	2
2022 Q3	$2.15B	Buy	62,196,868 +2,082,342	+3%	+$79M	7%	3
2022 Q2	$2.21B	Sell	60,114,526 -38,236	-0.1%	-$1.51M	6.74%	4
2022 Q1	$2.51B	Buy	60,152,762 +827,440	+1%	+$34.1M	6.7%	4
2021 Q4	$2.49B	Buy	59,325,322 +3,852,449	+7%	+$157M	6.62%	4
2021 Q3	$2.16B	Buy	55,472,873 +3,629,135	+7%	+$145M	6.39%	4
2021 Q2	$2.05B	Buy	51,843,738 +4,284,055	+9%	+$169M	5.95%	4
2021 Q1	$1.8B	Buy	47,559,683 +6,757,036	+17%	+$244M	5.63%	6
2020 Q4	$1.4B	Buy	40,802,647 +10,641,997	+35%	+$346M	4.78%	8
2020 Q3	$911M	Buy	30,160,650 +9,888,201	+49%	+$300M	3.63%	9
2020 Q2	$587M	Buy	20,272,449 +9,893,252	+95%	+$282M	2.57%	14
2020 Q1	$268M	Buy	10,379,197 +8,017,780	+340%	+$256M	1.44%	19
2019 Q4	$82.4M	Buy	2,361,417 +2,274,296	+2,611%	+$76M	0.4%	29
2019 Q3	$2.78M	Buy	+87,121	New	+$2.74M	0.02%	62

Other funds holding SPYV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors's SPYV Position: Q1 2026 in Review

Financial Engines Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.48% in Q1 2026, selling an estimated $22.9M and leaving 81,414,415 shares worth $4.61B. The position accounts for 9.35% of the portfolio, ranked #1.

Financial Engines Advisors first reported a position in SPYV in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.65B in Q4 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Financial Engines Advisors held 81,414,415 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $4.61B as of Q1 2026.
Financial Engines Advisors sold 394,776 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $22.9M.
State Street SPDR Portfolio S&P 500 Value ETF made up 9.35% of Financial Engines Advisors's portfolio in Q1 2026, its #1 holding.
Financial Engines Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2019 and has held it in 27 quarters since.
Financial Engines Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.65B in Q4 2025.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.