FHA
SPYV icon

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

First Horizon 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
2025
Q2 		$6.31K Sell
120
-118
-50% -$5.9K ﹤0.01% 1799
2025
Q1 		$12.2K Sell
238
-113
-32% -$5.86K ﹤0.01% 1526
2024
Q4 		$18K Sell
351
-66
-16% -$3.51K ﹤0.01% 1371
2024
Q3 		$22K Sell
417
-144
-26% -$7.33K ﹤0.01% 1317
2024
Q2 		$27.4K Sell
561
-165
-23% -$8.06K ﹤0.01% 1162
2024
Q1 		$36.4K Sell
726
-182
-20% -$8.68K ﹤0.01% 1102
2023
Q4 		$42.4K Sell
908
-91
-9% -$3.92K ﹤0.01% 1013
2023
Q3 		$41.3K Buy
999
+344
+53% +$14.9K ﹤0.01% 931
2023
Q2 		$28.3K Sell
655
-395
-38% -$16.3K ﹤0.01% 1135
2023
Q1 		$42.8K Buy
1,050
+340
+48% +$13.8K ﹤0.01% 955
2022
Q4 		$27.6K Buy
710
+483
+213% +$18.5K ﹤0.01% 1137
2022
Q3 		$7K Sell
227
-605
-73% -$23K ﹤0.01% 1660
2022
Q2 		$30K Buy
+832
New +$32.9K ﹤0.01% 1130
2022
Q1 		– Sell
-1,113
Closed -$46K – 2244
2021
Q4 		$46K Buy
1,113
+82
+8% +$3.35K ﹤0.01% 950
2021
Q3 		$40K Sell
1,031
-195
-16% -$7.79K ﹤0.01% 1002
2021
Q2 		$48K Buy
1,226
+92
+8% +$3.64K ﹤0.01% 804
2021
Q1 		$42K Buy
1,134
+809
+249% +$29.3K ﹤0.01% 811
2020
Q4 		$11K Buy
325
+51
+19% +$1.66K ﹤0.01% 1059
2020
Q3 		$8K Sell
274
-321
-54% -$9.75K ﹤0.01% 1072
2020
Q2 		$17K Buy
595
+285
+92% +$8.12K ﹤0.01% 856
2020
Q1 		$8K Sell
310
-395
-56% -$12.6K ﹤0.01% 1004
2019
Q4 		$24K Buy
705
+87
+14% +$2.91K ﹤0.01% 803
2019
Q3 		$19K Buy
+618
New +$19.5K ﹤0.01% 868

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

First Horizon Advisors's SPYV Position: Q2 2025 in Review

First Horizon Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 50% in Q2 2025, selling an estimated $5.9K and leaving 120 shares worth $6.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

First Horizon Advisors first reported a position in SPYV in Q3 2019 and has held it in 23 quarters since. The position peaked at $48K in Q2 2021. 1,047 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

  • First Horizon Advisors held 120 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $6.31K as of Q2 2025.
  • First Horizon Advisors sold 118 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2025, an estimated $5.9K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1799 holding.
  • First Horizon Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2019 and has held it in 23 quarters since.
  • First Horizon Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $48K in Q2 2021.
  • 1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.