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 Q2	$929K	Buy	15,278 +10,941	+252%	+$655K	0.03%	324
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 $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Insigneo Advisory Services's SPYV Position: Q2 2026 in Review

Insigneo Advisory Services increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 252% in Q2 2026, buying an estimated $655K and bringing the position to 15,278 shares worth $929K. The position accounts for 0.03% of the portfolio, ranked #324.

Insigneo Advisory Services first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. 1,219 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Insigneo Advisory Services held 15,278 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $929K as of Q2 2026.
Insigneo Advisory Services bought 10,941 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $655K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Insigneo Advisory Services's portfolio in Q2 2026, its #324 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 7 quarters since.
1,219 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.