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

Investment 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	–	Sell	-9,002	Closed	-$511K	–	157
2025 Q4	$511K	Hold	9,002	–	–	0.18%	100
2025 Q3	$498K	Hold	9,002	–	–	0.18%	101
2025 Q2	$471K	Hold	9,002	–	–	0.18%	100
2025 Q1	$460K	Hold	9,002	–	–	0.19%	102
2024 Q4	$460K	Hold	9,002	–	–	0.19%	101
2024 Q3	$476K	Hold	9,002	–	–	0.2%	94
2024 Q2	$439K	Hold	9,002	–	–	0.2%	95
2024 Q1	$451K	Hold	9,002	–	–	0.2%	95
2023 Q4	$420K	Hold	9,002	–	–	0.21%	98
2023 Q3	$371K	Hold	9,002	–	–	0.2%	100
2023 Q2	$389K	Hold	9,002	–	–	0.2%	100
2023 Q1	$367K	Hold	9,002	–	–	0.19%	105
2022 Q4	$350K	Sell	9,002 -282	-3%	-$10.8K	0.19%	107
2022 Q3	$320K	Hold	9,284	–	–	0.1%	185
2022 Q2	$342K	Buy	9,284 +1,508	+19%	+$59.7K	0.17%	110
2022 Q1	$325K	Buy	7,776 +209	+3%	+$8.62K	0.14%	124
2021 Q4	$318K	Sell	7,567 -480	-6%	-$19.6K	0.13%	131
2021 Q3	$314K	Buy	8,047 +400	+5%	+$16K	0.14%	126
2021 Q2	$302K	Buy	7,647 +1,255	+20%	+$49.6K	0.14%	127
2021 Q1	$242K	Buy	+6,392	New	+$231K	0.12%	140

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Investment Partners's SPYV Position: Q1 2026 in Review

Investment Partners sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2026, closing a stake of 9,002 shares — an estimated $511K sold.

Investment Partners first reported a position in SPYV in Q1 2021 and held it in 20 quarters. The position peaked at $511K in Q4 2025. 1,178 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Investment Partners reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
Investment Partners sold 9,002 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $511K.
Investment Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2021 and held it in 20 quarters.
Investment Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $511K in Q4 2025.
1,178 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.