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SPYV icon

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

Inspire 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 		$4.8M Sell
84,774
-7,324
-8% -$425K 0.39% 24
2025
Q4 		$5.23M Buy
92,098
+8,778
+11% +$493K 0.48% 19
2025
Q3 		$4.61M Sell
83,320
-1,675
-2% -$90.2K 0.44% 25
2025
Q2 		$4.45M Buy
84,995
+13,431
+19% +$671K 0.46% 21
2025
Q1 		$3.65M Buy
71,564
+25,326
+55% +$1.31M 0.42% 25
2024
Q4 		$2.36M Buy
46,238
+2,432
+6% +$129K 0.29% 39
2024
Q3 		$2.32M Buy
43,806
+9,256
+27% +$471K 0.28% 40
2024
Q2 		$1.68M Buy
34,550
+25,642
+288% +$1.25M 0.22% 54
2024
Q1 		$446K Buy
8,908
+753
+9% +$35.9K 0.06% 222
2023
Q4 		$380K Sell
8,155
-107
-1% -$4.62K 0.06% 226
2023
Q3 		$341K Sell
8,262
-111
-1% -$4.81K 0.06% 181
2023
Q2 		$362K Buy
8,373
+656
+9% +$27.1K 0.07% 135
2023
Q1 		$314K Sell
7,717
-311
-4% -$12.6K 0.07% 104
2022
Q4 		$312K Sell
8,028
-5,944
-43% -$228K 0.08% 93
2022
Q3 		$482K Buy
13,972
+1,307
+10% +$49.6K 0.13% 25
2022
Q2 		$466K Buy
12,665
+740
+6% +$29.3K 0.13% 25
2022
Q1 		$498K Buy
11,925
+2,489
+26% +$103K 0.14% 28
2021
Q4 		$396K Buy
+9,436
New +$385K 0.11% 38

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

Inspire Advisors's SPYV Position: Q1 2026 in Review

Inspire Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 8% in Q1 2026, selling an estimated $425K and leaving 84,774 shares worth $4.8M. The position accounts for 0.39% of the portfolio, ranked #24.

Inspire Advisors first reported a position in SPYV in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.23M in Q4 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Inspire Advisors held 84,774 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $4.8M as of Q1 2026.
  • Inspire Advisors sold 7,324 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $425K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.39% of Inspire Advisors's portfolio in Q1 2026, its #24 holding.
  • Inspire 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.
  • Inspire Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $5.23M 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 Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.