Independent Advisor Alliance’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Independent Advisor Alliance’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	$157M	Buy	2,780,187 +2,726,808	+5,108%	+$158M	1.69%	8
2025 Q4	$3.03M	Buy	53,379 +12,170	+30%	+$684K	0.07%	219
2025 Q3	$2.28M	Buy	41,209 +5,309	+15%	+$286K	0.06%	266
2025 Q2	$1.88M	Buy	35,900 +8,134	+29%	+$406K	0.05%	294
2025 Q1	$1.42M	Sell	27,766 -1,526,185	-98%	-$79.2M	0.05%	308
2024 Q4	$79.5M	Buy	1,553,951 +1,528,528	+6,012%	+$81.3M	1.05%	14
2024 Q3	$1.34M	Buy	25,423 +1,512	+6%	+$76.9K	0.05%	280
2024 Q2	$1.17M	Buy	23,911 +1,632	+7%	+$79.8K	0.04%	294
2024 Q1	$1.12M	Buy	22,279 +13,822	+163%	+$659K	0.04%	305
2023 Q4	$394K	Buy	+8,457	New	+$365K	0.01%	483
2020 Q2	–	Sell	-14,249	Closed	-$368K	–	536
2020 Q1	$368K	Sell	14,249 -21,392	-60%	-$683K	0.05%	245
2019 Q4	$1.24M	Buy	+35,641	New	+$1.19M	0.05%	321

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

Independent Advisor Alliance's SPYV Position: Q1 2026 in Review

Independent Advisor Alliance increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5,108% in Q1 2026, buying an estimated $158M and bringing the position to 2,780,187 shares worth $157M. The position accounts for 1.69% of the portfolio, ranked #8.

Independent Advisor Alliance first reported a position in SPYV in Q4 2019 and has held it in 12 quarters since. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Independent Advisor Alliance held 2,780,187 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $157M as of Q1 2026.
Independent Advisor Alliance bought 2,726,808 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $158M.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.69% of Independent Advisor Alliance's portfolio in Q1 2026, its #8 holding.
Independent Advisor Alliance first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and has held it in 12 quarters since.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.