IFA
SPYV icon

Index Fund Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Index Fund Advisors’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 		$1.51M Buy
26,745
+139
+0.5% +$8.06K 0.07% 54
2025
Q4 		$1.51M Sell
26,606
-1,074
-4% -$60.3K 0.07% 48
2025
Q3 		$1.53M Buy
27,680
+64
+0.2% +$3.45K 0.07% 45
2025
Q2 		$1.45M Buy
27,616
+258
+0.9% +$12.9K 0.08% 42
2025
Q1 		$1.4M Sell
27,358
-4,296
-14% -$223K 0.09% 31
2024
Q4 		$1.62M Sell
31,654
-192
-0.6% -$10.2K 0.09% 30
2024
Q3 		$1.68M Sell
31,846
-120
-0.4% -$6.11K 0.09% 31
2024
Q2 		$1.56M Buy
31,966
+22
+0.1% +$1.07K 0.09% 30
2024
Q1 		$1.6M Sell
31,944
-191
-0.6% -$9.11K 0.09% 30
2023
Q4 		$1.5M Sell
32,135
-80
-0.2% -$3.45K 0.09% 29
2023
Q3 		$1.33M Sell
32,215
-584
-2% -$25.3K 0.09% 29
2023
Q2 		$1.42M Buy
32,799
+221
+0.7% +$9.13K 0.09% 30
2023
Q1 		$1.33M Sell
32,578
-1,033
-3% -$41.9K 0.09% 26
2022
Q4 		$1.31M Buy
33,611
+20,271
+152% +$776K 0.09% 21
2022
Q3 		$460K Sell
13,340
-20,509
-61% -$778K 0.04% 49
2022
Q2 		$1.25M Buy
33,849
+306
+0.9% +$12.1K 0.09% 27
2022
Q1 		$1.4M Sell
33,543
-1,084
-3% -$44.7K 0.1% 22
2021
Q4 		$1.45M Buy
+34,627
New +$1.41M 0.1% 25

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Index Fund Advisors's SPYV Position: Q1 2026 in Review

Index Fund Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.52% in Q1 2026, buying an estimated $8.06K and bringing the position to 26,745 shares worth $1.51M. The position accounts for 0.07% of the portfolio, ranked #54.

Index Fund Advisors first reported a position in SPYV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.68M in Q3 2024. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Index Fund Advisors held 26,745 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.51M as of Q1 2026.
  • Index Fund Advisors bought 139 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $8.06K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.07% of Index Fund Advisors's portfolio in Q1 2026, its #54 holding.
  • Index Fund Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Index Fund Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.68M in Q3 2024.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.