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

Florida Financial 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
2026 Q1	$3.01M	Buy	53,282 +10,705	+25%	+$621K	0.72%	32
2025 Q4	$2.39M	Buy	42,577 +4,860	+13%	+$273K	0.65%	34
2025 Q3	$2.09M	Sell	37,717 -56,768	-60%	-$3.06M	0.64%	31
2025 Q2	$5M	Sell	94,485 -23,444	-20%	-$1.17M	1.66%	13
2025 Q1	$5.85M	Buy	117,929 +48,187	+69%	+$2.5M	2.31%	11
2024 Q4	$3.57M	Buy	69,742 +16,908	+32%	+$900K	1.59%	14
2024 Q3	$2.79M	Buy	52,834 +5,195	+11%	+$264K	1.44%	14
2024 Q2	$2.32M	Buy	+47,639	New	+$2.33M	1.39%	17

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

Florida Financial Advisors's SPYV Position: Q1 2026 in Review

Florida Financial Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 25% in Q1 2026, buying an estimated $621K and bringing the position to 53,282 shares worth $3.01M. The position accounts for 0.72% of the portfolio, ranked #32.

Florida Financial Advisors first reported a position in SPYV in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.85M in Q1 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Florida Financial Advisors held 53,282 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.01M as of Q1 2026.
Florida Financial Advisors bought 10,705 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $621K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.72% of Florida Financial Advisors's portfolio in Q1 2026, its #32 holding.
Florida Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 8 quarters since.
Florida Financial Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $5.85M in Q1 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.