Hills Bank & Trust’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Hills Bank & Trust’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	$13.4M	Sell	219,808 -28,893	-12%	-$1.73M	0.57%	34
2026 Q1	$14.1M	Sell	248,701 -352,085	-59%	-$20.4M	0.68%	29
2025 Q4	$34.1M	Buy	600,786 +16,001	+3%	+$899K	1.98%	17
2025 Q3	$32.4M	Buy	584,785 +109,724	+23%	+$5.91M	1.9%	16
2025 Q2	$24.9M	Buy	475,061 +150,057	+46%	+$7.5M	1.57%	17
2025 Q1	$16.6M	Buy	325,004 +85,819	+36%	+$4.45M	1.17%	20
2024 Q4	$12.2M	Buy	239,185 +45,469	+23%	+$2.42M	0.92%	28
2024 Q3	$10.2M	Buy	193,716 +12,682	+7%	+$645K	0.77%	29
2024 Q2	$8.82M	Buy	181,034 +7,776	+4%	+$380K	0.71%	27
2024 Q1	$8.68M	Buy	173,258 +8,744	+5%	+$417K	0.74%	28
2023 Q4	$7.67M	Buy	164,514 +67,904	+70%	+$2.93M	0.75%	29
2023 Q3	$3.99M	Buy	96,610 +89,682	+1,294%	+$3.88M	0.46%	44
2023 Q2	$299K	Buy	6,928 +2,753	+66%	+$114K	0.04%	172
2023 Q1	$170K	Buy	+4,175	New	+$169K	0.02%	214

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

Hills Bank & Trust's SPYV Position: Q2 2026 in Review

Hills Bank & Trust reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 12% in Q2 2026, selling an estimated $1.73M and leaving 219,808 shares worth $13.4M. The position accounts for 0.57% of the portfolio, ranked #34.

Hills Bank & Trust first reported a position in SPYV in Q1 2023 and has held it in 14 quarters since. The position peaked at $34.1M in Q4 2025. 1,216 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Hills Bank & Trust held 219,808 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $13.4M as of Q2 2026.
Hills Bank & Trust sold 28,893 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.73M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.57% of Hills Bank & Trust's portfolio in Q2 2026, its #34 holding.
Hills Bank & Trust first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and has held it in 14 quarters since.
Hills Bank & Trust's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $34.1M in Q4 2025.
1,216 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Hills Bank & Trust's 13F filing for Q2 2026, filed 10 Aug 2026.