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

Focus Financial Network’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	$4.19M	Sell	68,955 -15,084	-18%	-$903K	0.13%	126
2026 Q1	$4.75M	Buy	+84,039	New	+$4.88M	0.17%	106
2024 Q1	–	Sell	-20,815	Closed	-$971K	–	743
2023 Q4	$971K	Buy	+20,815	New	+$898K	0.04%	325
2021 Q2	–	Sell	-6,498	Closed	-$246K	–	418
2021 Q1	$246K	Buy	+6,498	New	+$235K	0.03%	367

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

Focus Financial Network's SPYV Position: Q2 2026 in Review

Focus Financial Network reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 18% in Q2 2026, selling an estimated $903K and leaving 68,955 shares worth $4.19M. The position accounts for 0.13% of the portfolio, ranked #126.

Focus Financial Network first reported a position in SPYV in Q1 2021 and has held it in 4 quarters since. The position peaked at $4.75M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Focus Financial Network held 68,955 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $4.19M as of Q2 2026.
Focus Financial Network sold 15,084 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $903K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.13% of Focus Financial Network's portfolio in Q2 2026, its #126 holding.
Focus Financial Network first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2021 and has held it in 4 quarters since.
Focus Financial Network's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.75M in Q1 2026.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.