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SPYV icon

Focus Partners Advisor Solutions’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Focus Partners Advisor Solutions’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 		$7.83M Buy
128,853
+7,256
+6% +$434K 0.07% 138
2026
Q1 		$6.88M Buy
121,597
+4,126
+4% +$239K 0.07% 137
2025
Q4 		$6.67M Sell
117,471
-4,170
-3% -$234K 0.08% 116
2025
Q3 		$6.74M Sell
121,641
-1,756
-1% -$94.6K 0.08% 136
2025
Q2 		$6.46M Sell
123,397
-1,056
-0.8% -$52.8K 0.09% 115
2025
Q1 		$6.36M Buy
124,453
+2,100
+2% +$109K 0.1% 106
2024
Q4 		$6.26M Buy
122,353
+58,597
+92% +$3.12M 0.11% 102
2024
Q3 		$3.37M Buy
63,756
+1,662
+3% +$84.6K 0.07% 136
2024
Q2 		$3.03M Buy
62,094
+3,644
+6% +$178K 0.08% 123
2024
Q1 		$2.93M Buy
58,450
+51,578
+751% +$2.46M 0.08% 124
2023
Q4 		$320K Sell
6,872
-860
-11% -$37.1K 0.02% 321
2023
Q3 		$319K Buy
7,732
+256
+3% +$11.1K 0.02% 340
2023
Q2 		$323K Buy
7,476
+2,509
+51% +$104K 0.02% 285
2023
Q1 		$202K Buy
+4,967
New +$201K 0.01% 335

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Focus Partners Advisor Solutions's SPYV Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6% in Q2 2026, buying an estimated $434K and bringing the position to 128,853 shares worth $7.83M. The position accounts for 0.07% of the portfolio, ranked #138.

Focus Partners Advisor Solutions first reported a position in SPYV in Q1 2023 and has held it in 14 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Focus Partners Advisor Solutions held 128,853 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $7.83M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 7,256 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $434K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.07% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #138 holding.
  • Focus Partners Advisor Solutions first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 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 Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.