IFG
SPYV icon

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

Independent Financial 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 		$9.39M Sell
154,529
-3,083
-2% -$185K 0.18% 113
2026
Q1 		$8.92M Sell
157,612
-5,578
-3% -$324K 0.2% 100
2025
Q4 		$9.27M Buy
163,190
+54,160
+50% +$3.04M 0.21% 93
2025
Q3 		$6.03M Sell
109,030
-25,323
-19% -$1.36M 0.14% 135
2025
Q2 		$7.03M Buy
134,353
+57,656
+75% +$2.88M 0.19% 100
2025
Q1 		$3.92M Buy
76,697
+8,372
+12% +$434K 0.13% 153
2024
Q4 		$3.49M Buy
68,325
+14,745
+28% +$785K 0.12% 171
2024
Q3 		$2.83M Buy
53,580
+6,859
+15% +$349K 0.1% 200
2024
Q2 		$2.28M Buy
46,721
+1,629
+4% +$79.6K 0.09% 211
2024
Q1 		$2.26M Buy
45,092
+1,197
+3% +$57.1K 0.1% 191
2023
Q4 		$2.05M Buy
43,895
+16,691
+61% +$720K 0.11% 205
2023
Q3 		$1.12M Buy
27,204
+1,363
+5% +$59K 0.07% 291
2023
Q2 		$1.12M Buy
25,841
+4,140
+19% +$171K 0.08% 283
2023
Q1 		$884K Buy
21,701
+590
+3% +$23.9K 0.07% 305
2022
Q4 		$821K Buy
21,111
+3,062
+17% +$117K 0.07% 288
2022
Q3 		$623K Buy
18,049
+5,242
+41% +$199K 0.06% 338
2022
Q2 		$472K Buy
12,807
+6,002
+88% +$238K 0.05% 400
2022
Q1 		$284K Buy
6,805
+85
+1% +$3.51K 0.02% 615
2021
Q4 		$282K Buy
6,720
+888
+15% +$36.2K 0.02% 620
2021
Q3 		$227K Buy
+5,832
New +$233K 0.02% 628
2021
Q2 		– Sell
-5,673
Closed -$215K – 732
2021
Q1 		$215K Buy
+5,673
New +$205K 0.03% 573

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Independent Financial Group's SPYV Position: Q2 2026 in Review

Independent Financial Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2% in Q2 2026, selling an estimated $185K and leaving 154,529 shares worth $9.39M. The position accounts for 0.18% of the portfolio, ranked #113.

Independent Financial Group first reported a position in SPYV in Q1 2021 and has held it in 21 quarters since. 1,170 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Independent Financial Group held 154,529 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $9.39M as of Q2 2026.
  • Independent Financial Group sold 3,083 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $185K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.18% of Independent Financial Group's portfolio in Q2 2026, its #113 holding.
  • Independent Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,170 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.