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
Q2 		$369K Sell
6,069
-113
-2% -$6.76K 0.09% 109
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 $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

Grandview Asset Management's SPYV Position: Q2 2026 in Review

Grandview Asset Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.8% in Q2 2026, selling an estimated $6.76K and leaving 6,069 shares worth $369K. The position accounts for 0.09% of the portfolio, ranked #109.

Grandview Asset Management first reported a position in SPYV in Q1 2021 and has held it in 22 quarters since. The position peaked at $399K in Q4 2025. 1,219 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Grandview Asset Management held 6,069 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $369K as of Q2 2026.
  • Grandview Asset Management sold 113 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $6.76K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.09% of Grandview Asset Management's portfolio in Q2 2026, its #109 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 22 quarters since.
  • Grandview Asset Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $399K in Q4 2025.
  • 1,219 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.