Focus Partners Wealth
SPYV icon

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

Focus Partners Wealth’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 		$15.5M Buy
273,956
+6,755
+3% +$392K 0.02% 580
2025
Q4 		$15.2M Buy
267,201
+94,878
+55% +$5.33M 0.02% 561
2025
Q3 		$9.53M Sell
172,323
-17,546
-9% -$945K 0.02% 568
2025
Q2 		$9.94M Buy
189,869
+4,023
+2% +$201K 0.02% 499
2025
Q1 		$9.49M Sell
185,846
-4,408
-2% -$229K 0.02% 487
2024
Q4 		$9.73M Buy
190,254
+15,943
+9% +$848K 0.03% 466
2024
Q3 		$9.21M Buy
174,311
+7,462
+4% +$380K 0.03% 425
2024
Q2 		$8.13M Buy
166,849
+125,845
+307% +$6.15M 0.03% 410
2024
Q1 		$2.05M Buy
41,004
+5,993
+17% +$286K 0.02% 475
2023
Q4 		$1.63M Buy
+35,011
New +$1.51M 0.02% 381

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Focus Partners Wealth's SPYV Position: Q1 2026 in Review

Focus Partners Wealth increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.5% in Q1 2026, buying an estimated $392K and bringing the position to 273,956 shares worth $15.5M. The position accounts for 0.02% of the portfolio, ranked #580.

Focus Partners Wealth first reported a position in SPYV in Q4 2023 and has held it in 10 quarters since. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Focus Partners Wealth held 273,956 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $15.5M as of Q1 2026.
  • Focus Partners Wealth bought 6,755 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $392K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #580 holding.
  • Focus Partners Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.