Insigneo Advisory Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Insigneo Advisory Services’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	$245K	Sell	4,337 -1,108	-20%	-$64.3K	0.02%	573
2025 Q4	$309K	Buy	5,445 +711	+15%	+$39.9K	0.02%	501
2025 Q3	$262K	Hold	4,734	–	–	0.02%	549
2025 Q2	$248K	Buy	4,734 +403	+9%	+$20.1K	0.02%	510
2025 Q1	$221K	Buy	4,331 +62	+1%	+$3.22K	0.02%	496
2024 Q4	$218K	Buy	+4,269	New	+$227K	0.02%	502

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

Insigneo Advisory Services's SPYV Position: Q1 2026 in Review

Insigneo Advisory Services reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 20% in Q1 2026, selling an estimated $64.3K and leaving 4,337 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #573.

Insigneo Advisory Services first reported a position in SPYV in Q4 2024 and has held it in 6 quarters since. The position peaked at $309K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Insigneo Advisory Services held 4,337 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $245K as of Q1 2026.
Insigneo Advisory Services sold 1,108 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $64.3K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #573 holding.
Insigneo Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
Insigneo Advisory Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $309K in Q4 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.