GAM
SPYV icon

Grandview Asset Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Grandview Asset Management’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 		$350K Sell
6,182
-839
-12% -$48.7K 0.1% 104
2025
Q4 		$399K Buy
7,021
+41
+0.6% +$2.3K 0.11% 102
2025
Q3 		$386K Buy
6,980
+140
+2% +$7.54K 0.11% 107
2025
Q2 		$358K Buy
6,840
+21
+0.3% +$1.05K 0.11% 102
2025
Q1 		$348K Buy
6,819
+177
+3% +$9.18K 0.13% 93
2024
Q4 		$340K Buy
6,642
+28
+0.4% +$1.49K 0.12% 91
2024
Q3 		$350K Buy
6,614
+8
+0.1% +$407 0.2% 46
2024
Q2 		$322K Buy
6,606
+11
+0.2% +$538 0.19% 46
2024
Q1 		$330K Buy
6,595
+43
+0.7% +$2.05K 0.15% 85
2023
Q4 		$306K Buy
6,552
+22
+0.3% +$949 0.16% 83
2023
Q3 		$269K Buy
6,530
+172
+3% +$7.45K 0.15% 92
2023
Q2 		$275K Buy
6,358
+22
+0.3% +$909 0.27% 48
2023
Q1 		$258K Buy
6,336
+20
+0.3% +$810 0.15% 101
2022
Q4 		$246K Sell
6,316
-258
-4% -$9.88K 0.15% 107
2022
Q3 		$227K Sell
6,574
-571
-8% -$21.7K 0.14% 110
2022
Q2 		$263K Sell
7,145
-669
-9% -$26.5K 0.15% 107
2022
Q1 		$326K Buy
7,814
+802
+11% +$33.1K 0.14% 115
2021
Q4 		$294K Buy
7,012
+551
+9% +$22.5K 0.12% 121
2021
Q3 		$252K Buy
6,461
+156
+2% +$6.23K 0.26% 55
2021
Q2 		$249K Buy
6,305
+2,973
+89% +$118K 0.14% 95
2021
Q1 		$126K Buy
+3,332
New +$120K 0.07% 142

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

Grandview Asset Management's SPYV Position: Q1 2026 in Review

Grandview Asset Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 12% in Q1 2026, selling an estimated $48.7K and leaving 6,182 shares worth $350K. The position accounts for 0.1% of the portfolio, ranked #104.

Grandview Asset Management first reported a position in SPYV in Q1 2021 and has held it in 21 quarters since. The position peaked at $399K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Grandview Asset Management held 6,182 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $350K as of Q1 2026.
  • Grandview Asset Management sold 839 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $48.7K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.1% of Grandview Asset Management's portfolio in Q1 2026, its #104 holding.
  • Grandview Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2021 and has held it in 21 quarters since.
  • Grandview Asset Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $399K in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Grandview Asset Management's 13F filing for Q1 2026, filed 7 May 2026.