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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
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
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

Integrated Advisors Network's SPYV Position: Q1 2026 in Review

Integrated Advisors Network increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 7.1% in Q1 2026, buying an estimated $101K and bringing the position to 26,174 shares worth $1.48M. The position accounts for 0.08% of the portfolio, ranked #252.

Integrated Advisors Network first reported a position in SPYV in Q4 2019 and has held it in 22 quarters since. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Integrated Advisors Network held 26,174 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.48M as of Q1 2026.
  • Integrated Advisors Network bought 1,734 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $101K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.08% of Integrated Advisors Network's portfolio in Q1 2026, its #252 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 22 quarters since.
  • 1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.