Independence Bank of Kentucky’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Independence Bank of Kentucky’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	$131K	Hold	2,159	–	–	0.01%	315
2026 Q1	$122K	Hold	2,159	–	–	0.02%	322
2025 Q4	$123K	Buy	+2,159	New	+$121K	0.02%	331
2020 Q2	–	Sell	-1,793	Closed	-$46K	–	355
2020 Q1	$46K	Hold	1,793	–	–	0.04%	194
2019 Q4	$63K	Hold	1,793	–	–	0.04%	196
2019 Q3	$57K	Buy	+1,793	New	+$56.4K	0.04%	188

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

Independence Bank of Kentucky's SPYV Position: Q2 2026 in Review

Independence Bank of Kentucky held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 2,159 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #315.

Independence Bank of Kentucky first reported a position in SPYV in Q3 2019 and has held it in 6 quarters since. 1,219 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Independence Bank of Kentucky held 2,159 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $131K as of Q2 2026.
Independence Bank of Kentucky left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #315 holding.
Independence Bank of Kentucky first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2019 and has held it in 6 quarters since.
1,219 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.