Greystone Financial Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Greystone Financial Group’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	–	Sell	-6,773	Closed	-$385K	–	97
2025 Q4	$385K	Hold	6,773	–	–	0.06%	90
2025 Q3	$375K	Hold	6,773	–	–	0.06%	92
2025 Q2	$354K	Sell	6,773 -17	-0.3%	-$850	0.06%	89
2025 Q1	$347K	Buy	6,790 +17	+0.3%	+$882	0.06%	93
2024 Q4	$346K	Hold	6,773	–	–	0.06%	89
2024 Q3	$358K	Buy	6,773 +56	+0.8%	+$2.85K	0.06%	96
2024 Q2	$327K	Buy	6,717 +40	+0.6%	+$1.96K	0.06%	97
2024 Q1	$335K	Sell	6,677 -24,671	-79%	-$1.18M	0.07%	98
2023 Q4	$1.46M	Buy	31,348 +10,079	+47%	+$435K	0.34%	52
2023 Q3	$878K	Buy	+21,269	New	+$921K	0.22%	61

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

Greystone Financial Group's SPYV Position: Q1 2026 in Review

Greystone Financial Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2026, closing a stake of 6,773 shares — an estimated $385K sold.

Greystone Financial Group first reported a position in SPYV in Q3 2023 and held it in 10 quarters. The position peaked at $1.46M in Q4 2023. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Greystone Financial Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
Greystone Financial Group sold 6,773 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $385K.
Greystone Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2023 and held it in 10 quarters.
Greystone Financial Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.46M in Q4 2023.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Greystone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.