Garden State Investment Advisory Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Garden State Investment Advisory Services’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	$288K	Sell	4,743 -303	-6%	-$18.1K	0.05%	254
2026 Q1	$286K	Sell	5,046 -100	-2%	-$5.8K	0.06%	238
2025 Q4	$292K	Sell	5,146 -2,944	-36%	-$165K	0.06%	234
2025 Q3	$448K	Sell	8,090 -3,028	-27%	-$163K	0.1%	169
2025 Q2	$582K	Sell	11,118 -6,459	-37%	-$323K	0.15%	128
2025 Q1	$898K	Sell	17,577 -476	-3%	-$24.7K	0.29%	76
2024 Q4	$923K	Sell	18,053 -1,023	-5%	-$54.4K	0.27%	72
2024 Q3	$1.01M	Sell	19,076 -90	-0.5%	-$4.58K	0.32%	64
2024 Q2	$934K	Buy	19,166 +500	+3%	+$24.4K	0.32%	62
2024 Q1	$929K	Buy	18,666 +1,312	+8%	+$62.5K	0.34%	58
2023 Q4	$809K	Sell	17,354 -1,308	-7%	-$56.4K	0.32%	70
2023 Q3	$770K	Buy	18,662 +200	+1%	+$8.66K	0.35%	62
2023 Q2	$798K	Sell	18,462 -2,364	-11%	-$97.6K	0.31%	69
2023 Q1	$848K	Sell	20,826 -7,082	-25%	-$287K	0.37%	52
2022 Q4	$1.09M	Buy	+27,908	New	+$1.07M	0.64%	32

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

Garden State Investment Advisory Services's SPYV Position: Q2 2026 in Review

Garden State Investment Advisory Services reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6% in Q2 2026, selling an estimated $18.1K and leaving 4,743 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #254.

Garden State Investment Advisory Services first reported a position in SPYV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.09M in Q4 2022. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Garden State Investment Advisory Services held 4,743 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $288K as of Q2 2026.
Garden State Investment Advisory Services sold 303 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $18.1K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.05% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #254 holding.
Garden State Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
Garden State Investment Advisory Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.09M in Q4 2022.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.