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SPYV icon

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
Q2 		$1.11M Buy
18,245
+427
+2% +$25.6K 0.29% 54
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 		$233K 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 -$202K – 83
2020
Q2 		$202K 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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Insights's SPYV Position: Q2 2026 in Review

Financial Insights increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.4% in Q2 2026, buying an estimated $25.6K and bringing the position to 18,245 shares worth $1.11M. The position accounts for 0.29% of the portfolio, ranked #54.

Financial Insights first reported a position in SPYV in Q3 2019 and has held it in 25 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Financial Insights held 18,245 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.11M as of Q2 2026.
  • Financial Insights bought 427 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $25.6K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.29% of Financial Insights's portfolio in Q2 2026, its #54 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 25 quarters since.
  • 1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.