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

Financial Insights’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	$1.01M	Buy	17,818 +1,150	+7%	+$66.7K	0.33%	48
2025 Q4	$947K	Buy	16,668 +740	+5%	+$41.6K	0.32%	48
2025 Q3	$881K	Buy	15,928 +801	+5%	+$43.1K	0.29%	49
2025 Q2	$792K	Sell	15,127 -30	-0.2%	-$1.5K	0.29%	48
2025 Q1	$774K	Buy	15,157 +535	+4%	+$27.7K	0.31%	44
2024 Q4	$748K	Buy	14,622 +129	+0.9%	+$6.86K	0.28%	48
2024 Q3	$766K	Buy	14,493 +4,114	+40%	+$209K	0.24%	63
2024 Q2	$506K	Sell	10,379 -106	-1%	-$5.18K	0.14%	96
2024 Q1	$525K	Sell	10,485 -205	-2%	-$9.77K	0.15%	101
2023 Q4	$498K	Hold	10,690	–	–	0.16%	97
2023 Q3	$433K	Sell	10,690 -180	-2%	-$7.8K	0.15%	101
2023 Q2	$470K	Hold	10,870	–	–	0.17%	101
2023 Q1	$443K	Sell	10,870 -200	-2%	-$8.1K	0.18%	96
2022 Q4	$431K	Sell	11,070 -314	-3%	-$12K	0.2%	91
2022 Q3	$393K	Buy	11,384 +1,500	+15%	+$56.9K	0.26%	76
2022 Q2	$364K	Sell	9,884 -250	-2%	-$9.9K	0.37%	53
2022 Q1	$423K	Buy	10,134 +4,050	+67%	+$167K	0.39%	49
2021 Q4	$256K	Buy	6,084 +200	+3%	+$8.16K	0.22%	70
2021 Q3	$229K	Hold	5,884	–	–	0.21%	71
2021 Q2	$2.33M	Buy	5,884 +200	+4%	+$7.91K	0.19%	72
2021 Q1	$215K	Buy	+5,684	New	+$206K	0.16%	77
2020 Q3	–	Sell	-1,970	Closed	-$202	–	83
2020 Q2	$202	Buy	+1,970	New	+$56.1K	0.18%	77
2020 Q1	–	Sell	-6,984	Closed	-$244K	–	81
2019 Q4	$244K	Hold	6,984	–	–	0.21%	68
2019 Q3	$223K	Buy	+6,984	New	+$220K	0.21%	64

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Financial Insights's SPYV Position: Q1 2026 in Review

Financial Insights increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.9% in Q1 2026, buying an estimated $66.7K and bringing the position to 17,818 shares worth $1.01M. The position accounts for 0.33% of the portfolio, ranked #48.

Financial Insights first reported a position in SPYV in Q3 2019 and has held it in 24 quarters since. The position peaked at $2.33M in Q2 2021. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Financial Insights held 17,818 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.01M as of Q1 2026.
Financial Insights bought 1,150 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $66.7K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.33% of Financial Insights's portfolio in Q1 2026, its #48 holding.
Financial Insights first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2019 and has held it in 24 quarters since.
Financial Insights's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.33M in Q2 2021.
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 Insights's 13F filing for Q1 2026, filed 19 May 2026.