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 Q2	$334K	Hold	5,501	–	–	0.06%	273
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 $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

Interchange Capital Partners's SPYV Position: Q2 2026 in Review

Interchange Capital Partners held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 5,501 shares worth $334K. The position accounts for 0.06% of the portfolio, ranked #273.

Interchange Capital Partners first reported a position in SPYV in Q4 2022 and has held it in 15 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Interchange Capital Partners held 5,501 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $334K as of Q2 2026.
Interchange Capital Partners left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.06% of Interchange Capital Partners's portfolio in Q2 2026, its #273 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 15 quarters since.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.