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

Howe & Rusling’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
2025
Q4 		– Sell
-1,618
Closed -$89.5K – 500
2025
Q3 		$89.5K Sell
1,618
-1,740
-52% -$93.7K 0.01% 324
2025
Q2 		$176K Buy
3,358
+116
+4% +$5.8K 0.01% 287
2025
Q1 		$166K Sell
3,242
-1,168
-26% -$60.6K 0.01% 276
2024
Q4 		$226K Buy
+4,410
New +$235K 0.02% 239
2024
Q3 		– Sell
-411
Closed -$20K – 423
2024
Q2 		$20K Buy
+411
New +$20.1K ﹤0.01% 311
2024
Q1 		– Sell
-38
Closed -$1.77K – 414
2023
Q4 		$1.77K Buy
+38
New +$1.64K ﹤0.01% 366

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Howe & Rusling's SPYV Position: Q4 2025 in Review

Howe & Rusling sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2025, closing a stake of 1,618 shares — an estimated $89.5K sold.

Howe & Rusling first reported a position in SPYV in Q4 2023 and held it in 6 quarters. The position peaked at $226K in Q4 2024. 1,163 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

  • Howe & Rusling reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Howe & Rusling sold 1,618 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $89.5K.
  • Howe & Rusling first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and held it in 6 quarters.
  • Howe & Rusling's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $226K in Q4 2024.
  • 1,163 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on Howe & Rusling's 13F filing for Q4 2025, filed 17 Feb 2026.