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

Inspire Trust Company’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	$297K	Buy	+4,883	New	+$292K	0.04%	109
2024 Q3	–	Sell	-97,402	Closed	-$4.75M	–	114
2024 Q2	$4.75M	Buy	+97,402	New	+$4.76M	1.57%	13

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 Trust Company's SPYV Position: Q2 2026 in Review

Inspire Trust Company opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 4,883 shares worth $297K. The stake represents 0.04% of the portfolio and ranks #109 among its holdings. This is a return to the name: Inspire Trust Company previously reported a position in SPYV as recently as Q2 2024.

Inspire Trust Company first reported a position in SPYV in Q2 2024 and has held it in 2 quarters since. The position peaked at $4.75M in Q2 2024. 1,216 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Inspire Trust Company held 4,883 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $297K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new Inspire Trust Company position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of Inspire Trust Company's portfolio in Q2 2026, its #109 holding.
Inspire Trust Company first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 2 quarters since.
Inspire Trust Company's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.75M in Q2 2024.
1,216 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Inspire Trust Company's 13F filing for Q2 2026, filed 5 Aug 2026.