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

Integrated Advisors Network’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	$1.1M	Sell	18,111 -8,063	-31%	-$483K	0.05%	304
2026 Q1	$1.48M	Buy	26,174 +1,734	+7%	+$101K	0.08%	252
2025 Q4	$1.39M	Buy	24,440 +6,728	+38%	+$378K	0.06%	286
2025 Q3	$980K	Sell	17,712 -1,503	-8%	-$80.9K	0.04%	368
2025 Q2	$1.01M	Sell	19,215 -505	-3%	-$25.2K	0.05%	349
2025 Q1	$1.01M	Sell	19,720 -519	-3%	-$26.9K	0.05%	317
2024 Q4	$1.04M	Sell	20,239 -413	-2%	-$22K	0.05%	299
2024 Q3	$1.09M	Buy	20,652 +10,170	+97%	+$518K	0.05%	301
2024 Q2	$511K	Sell	10,482 -29	-0.3%	-$1.42K	0.03%	439
2024 Q1	$527K	Sell	10,511 -202	-2%	-$9.63K	0.03%	450
2023 Q4	$500K	Buy	10,713 +104	+1%	+$4.49K	0.03%	431
2023 Q3	$438K	Sell	10,609 -153	-1%	-$6.63K	0.03%	457
2023 Q2	$465K	Sell	10,762 -14,335	-57%	-$592K	0.03%	447
2023 Q1	$1.02M	Sell	25,097 -1,749	-7%	-$70.9K	0.06%	288
2022 Q4	$1.04M	Buy	26,846 +1,714	+7%	+$65.7K	0.07%	280
2022 Q3	$867K	Sell	25,132 -2,027	-7%	-$76.9K	0.06%	292
2022 Q2	$1M	Sell	27,159 -142	-0.5%	-$5.62K	0.07%	278
2022 Q1	$1.14M	Buy	+27,301	New	+$1.13M	0.07%	279
2021 Q1	–	Sell	-40,320	Closed	-$1.39M	–	575
2020 Q4	$1.39M	Sell	40,320 -4,480	-10%	-$146K	0.15%	156
2020 Q3	$1.35M	Sell	44,800 -3,850	-8%	-$117K	0.17%	142
2020 Q2	$1.41M	Hold	48,650	–	–	0.17%	155
2020 Q1	$1.26M	Buy	48,650 +13,300	+38%	+$425K	0.25%	117
2019 Q4	$1.23M	Buy	+35,350	New	+$1.18M	0.17%	168

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

Integrated Advisors Network's SPYV Position: Q2 2026 in Review

Integrated Advisors Network reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 31% in Q2 2026, selling an estimated $483K and leaving 18,111 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #304.

Integrated Advisors Network first reported a position in SPYV in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.48M in Q1 2026. 1,217 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Integrated Advisors Network held 18,111 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.1M as of Q2 2026.
Integrated Advisors Network sold 8,063 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $483K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.05% of Integrated Advisors Network's portfolio in Q2 2026, its #304 holding.
Integrated Advisors Network first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and has held it in 23 quarters since.
Integrated Advisors Network's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.48M in Q1 2026.
1,217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.