Interchange Capital Partners’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Interchange Capital Partners’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	$281K	Hold	5,501	–	–	0.09%	206
2025 Q4	$313K	Hold	5,501	–	–	0.06%	292
2025 Q3	$304K	Hold	5,501	–	–	0.06%	261
2025 Q2	$288K	Hold	5,501	–	–	0.07%	223
2025 Q1	$281K	Hold	5,501	–	–	0.08%	209
2024 Q4	$281K	Buy	5,501 +98	+2%	+$5.21K	0.1%	196
2024 Q3	$286K	Hold	5,403	–	–	0.1%	203
2024 Q2	$263K	Hold	5,403	–	–	0.1%	211
2024 Q1	$271K	Buy	5,403 +21	+0.4%	+$1K	0.18%	132
2023 Q4	$251K	Hold	5,382	–	–	0.19%	127
2023 Q3	$222K	Buy	5,382 +25	+0.5%	+$1.08K	0.18%	138
2023 Q2	$231K	Buy	5,357 +28	+0.5%	+$1.16K	0.18%	134
2023 Q1	$217K	Sell	5,329 -47	-0.9%	-$1.9K	0.12%	190
2022 Q4	$209K	Buy	+5,376	New	+$206K	0.21%	119

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Interchange Capital Partners's SPYV Position: Q1 2026 in Review

Interchange Capital Partners held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2026 at 5,501 shares worth $281K. The position accounts for 0.09% of the portfolio, ranked #206.

Interchange Capital Partners first reported a position in SPYV in Q4 2022 and has held it in 14 quarters since. The position peaked at $313K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Interchange Capital Partners held 5,501 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $281K as of Q1 2026.
Interchange Capital Partners left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.09% of Interchange Capital Partners's portfolio in Q1 2026, its #206 holding.
Interchange Capital Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 14 quarters since.
Interchange Capital Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $313K in Q4 2025.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.