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

Hartford Financial Management’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	$25.5K	Hold	420	–	–	0.01%	240
2026 Q1	$23.8K	Hold	420	–	–	0.01%	233
2025 Q4	$23.9K	Hold	420	–	–	0.01%	231
2025 Q3	$23.2K	Hold	420	–	–	0.01%	229
2025 Q2	$22K	Hold	420	–	–	0.01%	243
2025 Q1	$21.4K	Hold	420	–	–	﹤0.01%	259
2024 Q4	$21.5K	Hold	420	–	–	﹤0.01%	261
2024 Q3	$22.2K	Sell	420 -39	-8%	-$1.99K	﹤0.01%	263
2024 Q2	$22.4K	Hold	459	–	–	﹤0.01%	267
2024 Q1	$23K	Sell	459 -213	-32%	-$10.2K	﹤0.01%	270
2023 Q4	$31.3K	Hold	672	–	–	0.01%	253
2023 Q3	$27.7K	Sell	672 -117	-15%	-$5.07K	0.01%	244
2023 Q2	$34.1K	Hold	789	–	–	0.01%	235
2023 Q1	$32.1K	Hold	789	–	–	0.01%	236
2022 Q4	$30.7K	Hold	789	–	–	0.01%	232
2022 Q3	$27K	Hold	789	–	–	0.01%	235
2022 Q2	$29K	Hold	789	–	–	0.01%	228
2022 Q1	$33K	Hold	789	–	–	0.01%	234
2021 Q4	$33K	Hold	789	–	–	0.01%	235
2021 Q3	$31K	Hold	789	–	–	0.01%	231
2021 Q2	$31K	Hold	789	–	–	0.01%	234
2021 Q1	$30K	Buy	+789	New	+$28.5K	0.01%	229

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

Hartford Financial Management's SPYV Position: Q2 2026 in Review

Hartford Financial Management held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 420 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #240.

Hartford Financial Management first reported a position in SPYV in Q1 2021 and has held it in 22 quarters since. The position peaked at $34.1K in Q2 2023. 1,216 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Hartford Financial Management held 420 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $25.5K as of Q2 2026.
Hartford Financial Management left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Hartford Financial Management's portfolio in Q2 2026, its #240 holding.
Hartford Financial Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2021 and has held it in 22 quarters since.
Hartford Financial Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $34.1K in Q2 2023.
1,216 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.