IFP Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.11M | Buy |
34,712
+1,215
| +4% | +$72.7K | 0.04% | 468 |
|
|
2026
Q1 | $1.9M | Sell |
33,497
-10,656
| -24% | -$618K | 0.04% | 470 |
|
|
2025
Q4 | $2.51M | Buy |
44,153
+5,626
| +15% | +$316K | 0.06% | 359 |
|
|
2025
Q3 | $2.13M | Buy |
38,527
+5,449
| +16% | +$293K | 0.06% | 361 |
|
|
2025
Q2 | $1.73M | Sell |
33,078
-2,631
| -7% | -$131K | 0.05% | 388 |
|
|
2025
Q1 | $1.82M | Buy |
35,709
+792
| +2% | +$41.1K | 0.06% | 374 |
|
|
2024
Q4 | $1.79M | Sell |
34,917
-29,267
| -46% | -$1.56M | 0.06% | 357 |
|
|
2024
Q3 | $3.39M | Sell |
64,184
-55,332
| -46% | -$2.82M | 0.12% | 179 |
|
|
2024
Q2 | $5.83M | Buy |
119,516
+107
| +0.1% | +$5.23K | 0.23% | 89 |
|
|
2024
Q1 | $5.98M | Sell |
119,409
-851
| -0.7% | -$40.6K | 0.26% | 84 |
|
|
2023
Q4 | $5.61M | Sell |
120,260
-2,275
| -2% | -$98.1K | 0.26% | 82 |
|
|
2023
Q3 | $5.06M | Sell |
122,535
-19,353
| -14% | -$838K | 0.23% | 94 |
|
|
2023
Q2 | $6.13M | Sell |
141,888
-85,285
| -38% | -$3.52M | 0.26% | 82 |
|
|
2023
Q1 | $6.78M | Sell |
227,173
-217,491
| -49% | -$8.81M | 0.3% | 63 |
|
|
2022
Q4 | $13.3M | Buy |
444,664
+100,826
| +29% | +$3.86M | 0.36% | 49 |
|
|
2022
Q3 | $10.3M | Buy |
343,838
+38,432
| +13% | +$1.46M | 0.27% | 76 |
|
|
2022
Q2 | $9.12M | Hold |
305,406
| – | – | 0.29% | 75 |
|
|
2022
Q1 | $9.12M | Buy |
305,406
+195,569
| +178% | +$8.07M | 0.29% | 75 |
|
|
2021
Q4 | $4.62M | Buy |
109,837
+10,861
| +11% | +$443K | 0.09% | 132 |
|
|
2021
Q3 | $3.86M | Sell |
98,976
-199
| -0.2% | -$7.95K | 0.08% | 161 |
|
|
2021
Q2 | $3.92M | Buy |
99,175
+52,949
| +115% | +$2.09M | 0.08% | 145 |
|
|
2021
Q1 | $1.75M | Buy |
46,226
+7,203
| +18% | +$260K | 0.03% | 249 |
|
|
2020
Q4 | $1.34M | Buy |
39,023
+1,582
| +4% | +$51.4K | 0.05% | 280 |
|
|
2020
Q3 | $1.13M | Buy |
37,441
+16,832
| +82% | +$511K | 0.07% | 269 |
|
|
2020
Q2 | $590K | Buy |
20,609
+972
| +5% | +$27.7K | 0.05% | 379 |
|
|
2020
Q1 | $520K | Sell |
19,637
-63,753
| -76% | -$2.04M | 0.05% | 347 |
|
|
2019
Q4 | $2.91M | Buy |
83,390
+18,171
| +28% | +$607K | 0.22% | 106 |
|
|
2019
Q3 | $2.07M | Buy |
+65,219
| New | +$2.05M | 0.14% | 164 |
|
|
2019
Q1 | $155K | Sell |
5,081
-96,028
| -95% | -$2.83M | 0.02% | 542 |
|
|
2018
Q4 | $2.73M | Buy |
101,109
+10,655
| +12% | +$313K | 0.17% | 140 |
|
|
2018
Q3 | $2.81M | Buy |
90,454
+19,037
| +27% | +$587K | 0.11% | 196 |
|
|
2018
Q2 | $2.12M | Buy |
71,417
+17,517
| +32% | +$521K | 0.09% | 238 |
|
|
2018
Q1 | $1.65M | Hold |
53,900
| – | – | 0.08% | 277 |
|
|
2017
Q4 | $1.65M | Buy |
53,900
+32,780
| +155% | +$981K | 0.08% | 276 |
|
|
2017
Q3 | $616K | Buy |
21,120
+2,408
| +13% | +$68.9K | 0.02% | 608 |
|
|
2017
Q2 | $532K | Buy |
18,712
+3,240
| +21% | +$91.3K | 0.02% | 660 |
|
|
2017
Q1 | $436K | Buy |
15,472
+708
| +5% | +$19.9K | 0.02% | 739 |
|
|
2016
Q4 | $404K | Buy |
14,764
+712
| +5% | +$18.8K | 0.02% | 713 |
|
|
2016
Q3 | $362K | Buy |
14,052
+676
| +5% | +$17.4K | 0.02% | 715 |
|
|
2016
Q2 | $336K | Sell |
13,376
-6,948
| -34% | -$172K | 0.02% | 727 |
|
|
2016
Q1 | $155K | Buy |
20,324
+7,716
| +61% | +$178K | 0.02% | 542 |
|
|
2015
Q4 | $302K | Buy |
+12,608
| New | +$305K | 0.02% | 665 |
|
Other funds holding SPYV
AF
VA
IFP Advisors's SPYV Position: Q2 2026 in Review
IFP Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.6% in Q2 2026, buying an estimated $72.7K and bringing the position to 34,712 shares worth $2.11M. The position accounts for 0.04% of the portfolio, ranked #468.
IFP Advisors first reported a position in SPYV in Q4 2015 and has held it in 42 quarters since. The position peaked at $13.3M in Q4 2022. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.
- IFP Advisors held 34,712 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.11M as of Q2 2026.
- IFP Advisors bought 1,215 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $72.7K.
- State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of IFP Advisors's portfolio in Q2 2026, its #468 holding.
- IFP Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $13.3M in Q4 2022.
- 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.