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Graney & King’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Graney & King’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 		$1.27M Sell
22,467
-224
-1% -$13K 0.69% 19
2025
Q4 		$1.29M Sell
22,691
-21,181
-48% -$1.19M 0.75% 19
2025
Q3 		$2.43M Sell
43,872
-15,341
-26% -$826K 1.68% 12
2025
Q2 		$3.1M Sell
59,213
-261,696
-82% -$13.1M 2.08% 12
2025
Q1 		$16.4M Sell
320,909
-29,914
-9% -$1.55M 12.2% 3
2024
Q4 		$17.9M Buy
+350,823
New +$18.7M 13.55% 2

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

Graney & King's SPYV Position: Q1 2026 in Review

Graney & King reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.99% in Q1 2026, selling an estimated $13K and leaving 22,467 shares worth $1.27M. The position accounts for 0.69% of the portfolio, ranked #19.

Graney & King first reported a position in SPYV in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.9M in Q4 2024. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Graney & King held 22,467 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.27M as of Q1 2026.
  • Graney & King sold 224 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $13K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.69% of Graney & King's portfolio in Q1 2026, its #19 holding.
  • Graney & King first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Graney & King's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $17.9M in Q4 2024.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.