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

IFS Group’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	–	Sell	-3,976	Closed	-$225K	–	133
2026 Q1	$225K	Buy	+3,976	New	+$231K	0.2%	131
2025 Q3	$273K	Buy	+4,913	New	+$265K	0.24%	108

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

IFS Group's SPYV Position: Q2 2026 in Review

IFS Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026, closing a stake of 3,976 shares — an estimated $225K sold.

IFS Group first reported a position in SPYV in Q3 2025 and held it in 2 quarters. The position peaked at $273K in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

IFS Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
IFS Group sold 3,976 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $225K.
IFS Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2025 and held it in 2 quarters.
IFS Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $273K in Q3 2025.
1,211 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on IFS Group's 13F filing for Q2 2026, filed 23 Jul 2026.