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

Greenleaf Trust’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	$1.08M	Hold	19,105	–	–	0.01%	319
2025 Q4	$1.09M	Hold	19,105	–	–	0.01%	316
2025 Q3	$1.06M	Hold	19,105	–	–	0.01%	314
2025 Q2	$1,000K	Sell	19,105 -900	-4%	-$45K	0.01%	314
2025 Q1	$1.02M	Hold	20,005	–	–	0.01%	319
2024 Q4	$1.02M	Sell	20,005 -136	-0.7%	-$7.24K	0.01%	319
2024 Q3	$1.06M	Sell	20,141 -2,486	-11%	-$127K	0.01%	318
2024 Q2	$1.1M	Buy	22,627 +4,960	+28%	+$242K	0.01%	285
2024 Q1	$885K	Buy	17,667 +117	+0.7%	+$5.58K	0.01%	322
2023 Q4	$818K	Hold	17,550	–	–	0.01%	324
2023 Q3	$724K	Hold	17,550	–	–	0.01%	334
2023 Q2	$758K	Hold	17,550	–	–	0.01%	341
2023 Q1	$715K	Hold	17,550	–	–	0.01%	359
2022 Q4	$683K	Hold	17,550	–	–	0.01%	361
2022 Q3	$605K	Sell	17,550 -35	-0.2%	-$1.33K	0.01%	351
2022 Q2	$647K	Hold	17,585	–	–	0.01%	322
2022 Q1	$734K	Hold	17,585	–	–	0.01%	312
2021 Q4	$739K	Buy	17,585 +35	+0.2%	+$1.43K	0.01%	313
2021 Q3	$684K	Buy	+17,550	New	+$701K	0.01%	308

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Greenleaf Trust's SPYV Position: Q1 2026 in Review

Greenleaf Trust held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2026 at 19,105 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #319.

Greenleaf Trust first reported a position in SPYV in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.1M in Q2 2024. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Greenleaf Trust held 19,105 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.08M as of Q1 2026.
Greenleaf Trust left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Greenleaf Trust's portfolio in Q1 2026, its #319 holding.
Greenleaf Trust first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2021 and has held it in 19 quarters since.
Greenleaf Trust's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.1M in Q2 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 Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.