FineMark National Bank & Trust’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

FineMark National Bank & Trust’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
2025 Q4	$2.23M	Buy	39,221 +26,566	+210%	+$1.49M	0.07%	170
2025 Q3	$700K	Buy	12,655 +6,990	+123%	+$376K	0.02%	269
2025 Q2	$297K	Sell	5,665 -2,187	-28%	-$109K	0.01%	381
2025 Q1	$401K	Buy	7,852 +3,885	+98%	+$201K	0.01%	320
2024 Q4	$203K	Buy	+3,967	New	+$211K	0.01%	413
2022 Q2	–	Sell	-5,340	Closed	-$223K	–	450
2022 Q1	$223K	Sell	5,340 -328	-6%	-$13.5K	0.01%	414
2021 Q4	$238K	Hold	5,668	–	–	0.01%	416
2021 Q3	$221K	Sell	5,668 -253	-4%	-$10.1K	0.01%	407
2021 Q2	$234K	Sell	5,921 -2,929	-33%	-$116K	0.01%	410
2021 Q1	$335K	Buy	+8,850	New	+$320K	0.01%	335

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FineMark National Bank & Trust's SPYV Position: Q4 2025 in Review

FineMark National Bank & Trust increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 210% in Q4 2025, buying an estimated $1.49M and bringing the position to 39,221 shares worth $2.23M. The position accounts for 0.07% of the portfolio, ranked #170.

FineMark National Bank & Trust first reported a position in SPYV in Q1 2021 and has held it in 10 quarters since. 1,163 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

FineMark National Bank & Trust held 39,221 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.23M as of Q4 2025.
FineMark National Bank & Trust bought 26,566 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $1.49M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.07% of FineMark National Bank & Trust's portfolio in Q4 2025, its #170 holding.
FineMark National Bank & Trust first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2021 and has held it in 10 quarters since.
1,163 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.