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

First Citizens 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
2026 Q2	$237K	Sell	3,896 -952	-20%	-$57K	﹤0.01%	602
2026 Q1	$274K	Hold	4,848	–	–	0.01%	571
2025 Q4	$275K	Hold	4,848	–	–	0.01%	569
2025 Q3	$268K	Hold	4,848	–	–	0.01%	557
2025 Q2	$254K	Buy	+4,848	New	+$242K	﹤0.01%	562

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

First Citizens Bank & Trust's SPYV Position: Q2 2026 in Review

First Citizens Bank & Trust reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 20% in Q2 2026, selling an estimated $57K and leaving 3,896 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

First Citizens Bank & Trust first reported a position in SPYV in Q2 2025 and has held it in 5 quarters since. The position peaked at $275K in Q4 2025. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

First Citizens Bank & Trust held 3,896 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $237K as of Q2 2026.
First Citizens Bank & Trust sold 952 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $57K.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #602 holding.
First Citizens Bank & Trust first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
First Citizens Bank & Trust's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $275K in Q4 2025.
1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.