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Indiana Trust & Investment Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Indiana Trust & Investment Management’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 		$164K Sell
2,691
-83
-3% -$4.97K 0.04% 194
2026
Q1 		$157K Hold
2,774
– – 0.05% 191
2025
Q4 		$158K Hold
2,774
– – 0.05% 191
2025
Q3 		$153K Hold
2,774
– – 0.05% 197
2025
Q2 		$145K Sell
2,774
-105
-4% -$5.25K 0.05% 200
2025
Q1 		$147K Hold
2,879
– – 0.05% 192
2024
Q4 		$147K Hold
2,879
– – 0.05% 192
2024
Q3 		$152K Hold
2,879
– – 0.05% 194
2024
Q2 		$140K Sell
2,879
-276
-9% -$13.5K 0.05% 192
2024
Q1 		$158K Hold
3,155
– – 0.06% 176
2023
Q4 		$147K Hold
3,155
– – 0.07% 180
2023
Q3 		$130K Buy
+3,155
New +$137K 0.07% 182

Other funds holding SPYV

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Indiana Trust & Investment Management's SPYV Position: Q2 2026 in Review

Indiana Trust & Investment Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3% in Q2 2026, selling an estimated $4.97K and leaving 2,691 shares worth $164K. The position accounts for 0.04% of the portfolio, ranked #194.

Indiana Trust & Investment Management first reported a position in SPYV in Q3 2023 and has held it in 12 quarters since. 503 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Indiana Trust & Investment Management held 2,691 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $164K as of Q2 2026.
  • Indiana Trust & Investment Management sold 83 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $4.97K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #194 holding.
  • Indiana Trust & Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 503 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.