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SPYV icon

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

Grimes & Company’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 		$765K Buy
12,577
+80
+0.6% +$4.79K 0.02% 279
2026
Q1 		$707K Buy
12,497
+44
+0.4% +$2.55K 0.02% 271
2025
Q4 		$707K Buy
12,453
+65
+0.5% +$3.65K 0.02% 283
2025
Q3 		$685K Buy
12,388
+68
+0.6% +$3.66K 0.02% 268
2025
Q2 		$645K Buy
12,320
+57
+0.5% +$2.85K 0.02% 244
2025
Q1 		$626K Buy
12,263
+80
+0.7% +$4.15K 0.02% 219
2024
Q4 		$623K Buy
12,183
+4,403
+57% +$234K 0.02% 230
2024
Q3 		$411K Buy
7,780
+719
+10% +$36.6K 0.01% 252
2024
Q2 		$344K Buy
7,061
+158
+2% +$7.72K 0.01% 259
2024
Q1 		$346K Sell
6,903
-99
-1% -$4.72K 0.01% 256
2023
Q4 		$326K Sell
7,002
-986
-12% -$42.5K 0.01% 258
2023
Q3 		$330K Buy
7,988
+311
+4% +$13.5K 0.01% 236
2023
Q2 		$332K Sell
7,677
-1,000
-12% -$41.3K 0.01% 236
2023
Q1 		$353K Buy
8,677
+847
+11% +$34.3K 0.01% 231
2022
Q4 		$305K Buy
7,830
+1,061
+16% +$40.6K 0.01% 238
2022
Q3 		$234K Buy
6,769
+83
+1% +$3.15K 0.01% 243
2022
Q2 		$246K Buy
6,686
+139
+2% +$5.5K 0.01% 236
2022
Q1 		$273K Sell
6,547
-54
-0.8% -$2.23K 0.01% 247
2021
Q4 		$277K Hold
6,601
– – 0.01% 250
2021
Q3 		$257K Buy
6,601
+21
+0.3% +$839 0.01% 257
2021
Q2 		$260K Buy
6,580
+57
+0.9% +$2.25K 0.01% 256
2021
Q1 		$247K Buy
6,523
+121
+2% +$4.38K 0.01% 247
2020
Q4 		$220K Buy
+6,402
New +$208K 0.01% 247

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

Grimes & Company's SPYV Position: Q2 2026 in Review

Grimes & Company increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.64% in Q2 2026, buying an estimated $4.79K and bringing the position to 12,577 shares worth $765K. The position accounts for 0.02% of the portfolio, ranked #279.

Grimes & Company first reported a position in SPYV in Q4 2020 and has held it in 23 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Grimes & Company held 12,577 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $765K as of Q2 2026.
  • Grimes & Company bought 80 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $4.79K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Grimes & Company's portfolio in Q2 2026, its #279 holding.
  • Grimes & Company first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2020 and has held it in 23 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 Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.