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SPYV icon

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

Harbor 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
Q2 		$30.4M Buy
500,828
+15,558
+3% +$931K 3.58% 9
2026
Q1 		$27.5M Sell
485,270
-5,456
-1% -$316K 3.97% 8
2025
Q4 		$27.9M Buy
490,726
+13,386
+3% +$752K 4.17% 8
2025
Q3 		$26.4M Buy
477,340
+4,509
+1% +$243K 4.2% 8
2025
Q2 		$24.7M Buy
472,831
+14,935
+3% +$746K 4.38% 8
2025
Q1 		$23.4M Buy
457,896
+14,068
+3% +$730K 4.67% 8
2024
Q4 		$22.7M Buy
443,828
+9,980
+2% +$531K 5.09% 7
2024
Q3 		$22.9M Buy
433,848
+15,065
+4% +$767K 5.3% 7
2024
Q2 		$20.4M Buy
418,783
+5,687
+1% +$278K 5.23% 8
2024
Q1 		$20.7M Buy
413,096
+15,561
+4% +$742K 5.46% 8
2023
Q4 		$18.5M Buy
397,535
+3,419
+0.9% +$147K 5.31% 8
2023
Q3 		$16.3M Buy
394,116
+12,249
+3% +$531K 9.16% 4
2023
Q2 		$16.5M Buy
381,867
+7,239
+2% +$299K 9.13% 4
2023
Q1 		$15.3M Buy
374,628
+1,541
+0.4% +$62.4K 9.09% 4
2022
Q4 		$14.5M Buy
373,087
+12,514
+3% +$479K 9.34% 3
2022
Q3 		$12.4M Buy
360,573
+11,213
+3% +$425K 9.04% 4
2022
Q2 		$12.9M Buy
349,360
+6,004
+2% +$238K 9.45% 4
2022
Q1 		$14.3M Buy
343,356
+3,185
+0.9% +$131K 9.06% 4
2021
Q4 		$14.3M Buy
340,171
+16,819
+5% +$687K 8.51% 5
2021
Q3 		$12.6M Sell
323,352
-2,619
-0.8% -$105K 8.13% 5
2021
Q2 		$12.9M Buy
325,971
+21,708
+7% +$858K 8.48% 5
2021
Q1 		$11.8M Buy
304,263
+19,126
+7% +$692K 8.05% 5
2020
Q4 		$10.1M Buy
+285,137
New +$9.27M 7.54% 5

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

Harbor Group's SPYV Position: Q2 2026 in Review

Harbor Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.2% in Q2 2026, buying an estimated $931K and bringing the position to 500,828 shares worth $30.4M. The position accounts for 3.58% of the portfolio, ranked #9.

Harbor Group 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.

  • Harbor Group held 500,828 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $30.4M as of Q2 2026.
  • Harbor Group bought 15,558 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $931K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 3.58% of Harbor Group's portfolio in Q2 2026, its #9 holding.
  • Harbor Group 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 Harbor Group's 13F filing for Q2 2026, filed 22 Jul 2026.