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

IFG Advisory’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 Q1	$1.36K	Sell	24 -313,759	-100%	-$18.2M	﹤0.01%	319
2025 Q4	$17.8M	Buy	313,783 +31,925	+11%	+$1.79M	0.78%	19
2025 Q3	$15.6M	Buy	281,858 +11,934	+4%	+$643K	0.71%	23
2025 Q2	$14.1M	Buy	269,924 +82,145	+44%	+$4.11M	0.71%	22
2025 Q1	$9.59M	Sell	187,779 -40,166	-18%	-$2.08M	0.53%	41
2024 Q4	$11.7M	Buy	227,945 +60,923	+36%	+$3.24M	0.66%	24
2024 Q3	$8.83M	Buy	167,022 +57,024	+52%	+$2.9M	0.56%	40
2024 Q2	$5.36M	Buy	109,998 +7,283	+7%	+$356K	0.34%	71
2024 Q1	$5.15M	Sell	102,715 -34,563	-25%	-$1.65M	0.38%	72
2023 Q4	$6.4M	Buy	137,278 +9,323	+7%	+$402K	0.47%	42
2023 Q3	$5.28M	Sell	127,955 -90,154	-41%	-$3.9M	0.44%	50
2023 Q2	$9.42M	Buy	218,109 +69,524	+47%	+$2.87M	0.84%	20
2023 Q1	$6.05M	Sell	148,585 -4,289	-3%	-$174K	0.57%	38
2022 Q4	$5.95M	Buy	152,874 +6,105	+4%	+$234K	0.59%	36
2022 Q3	$5.06M	Buy	146,769 +131,397	+855%	+$4.99M	0.46%	45
2022 Q2	$565K	Buy	+15,372	New	+$609K	0.06%	272

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFG Advisory's SPYV Position: Q1 2026 in Review

IFG Advisory reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 100% in Q1 2026, selling an estimated $18.2M and leaving 24 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

IFG Advisory first reported a position in SPYV in Q2 2022 and has held it in 16 quarters since. The position peaked at $17.8M in Q4 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

IFG Advisory held 24 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.36K as of Q1 2026.
IFG Advisory sold 313,759 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $18.2M.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of IFG Advisory's portfolio in Q1 2026, its #319 holding.
IFG Advisory first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and has held it in 16 quarters since.
IFG Advisory's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $17.8M in Q4 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.