Greenwood Capital Associates’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Greenwood Capital Associates’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	$9.39M	Buy	154,433 +16,939	+12%	+$1.01M	0.92%	25
2026 Q1	$7.78M	Buy	137,494 +3,203	+2%	+$186K	0.86%	30
2025 Q4	$7.63M	Buy	134,291 +3,221	+2%	+$181K	0.83%	36
2025 Q3	$7.25M	Buy	131,070 +4,248	+3%	+$229K	0.84%	38
2025 Q2	$6.64M	Sell	126,822 -1,592	-1%	-$79.6K	0.83%	35
2025 Q1	$6.56M	Buy	128,414 +25,333	+25%	+$1.31M	0.88%	35
2024 Q4	$5.27M	Buy	103,081 +3,338	+3%	+$178K	0.69%	49
2024 Q3	$5.27M	Buy	99,743 +3,326	+3%	+$169K	0.69%	50
2024 Q2	$4.7M	Buy	+96,417	New	+$4.71M	0.62%	57
2020 Q3	–	Sell	-9,855	Closed	-$286K	–	207
2020 Q2	$286K	Sell	9,855 -4,760	-33%	-$136K	0.07%	141
2020 Q1	$378K	Buy	14,615 +115	+0.8%	+$3.67K	0.11%	89
2019 Q4	$506K	Buy	+14,500	New	+$484K	0.11%	110

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

Greenwood Capital Associates's SPYV Position: Q2 2026 in Review

Greenwood Capital Associates increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 12% in Q2 2026, buying an estimated $1.01M and bringing the position to 154,433 shares worth $9.39M. The position accounts for 0.92% of the portfolio, ranked #25.

Greenwood Capital Associates first reported a position in SPYV in Q4 2019 and has held it in 12 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Greenwood Capital Associates held 154,433 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $9.39M as of Q2 2026.
Greenwood Capital Associates bought 16,939 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.01M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.92% of Greenwood Capital Associates's portfolio in Q2 2026, its #25 holding.
Greenwood Capital Associates first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and has held it in 12 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.