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 Q2	$3.95M	Sell	65,014 -19,760	-23%	-$1.18M	0.27%	45
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 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

Inspire Advisors's SPYV Position: Q2 2026 in Review

Inspire Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 23% in Q2 2026, selling an estimated $1.18M and leaving 65,014 shares worth $3.95M. The position accounts for 0.27% of the portfolio, ranked #45.

Inspire Advisors first reported a position in SPYV in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.23M in Q4 2025. 1,217 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Inspire Advisors held 65,014 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.95M as of Q2 2026.
Inspire Advisors sold 19,760 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.18M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.27% of Inspire Advisors's portfolio in Q2 2026, its #45 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 19 quarters since.
Inspire Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $5.23M in Q4 2025.
1,217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.