IFPL
SPYV icon

Investments & Financial Planning LLC’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Investments & Financial Planning LLC’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 		$578K Sell
10,217
-17
-0.2% -$986 0.31% 22
2025
Q4 		$581K Sell
10,234
-1,168
-10% -$65.6K 0.31% 19
2025
Q3 		$631K Sell
11,402
-599
-5% -$32.3K 0.34% 20
2025
Q2 		$628K Buy
12,001
+45
+0.4% +$2.25K 0.36% 19
2025
Q1 		$611K Buy
11,956
+734
+7% +$38.1K 0.4% 20
2024
Q4 		$574K Buy
11,222
+350
+3% +$18.6K 0.35% 20
2024
Q3 		$575K Sell
10,872
-158
-1% -$8.04K 0.36% 20
2024
Q2 		$538K Sell
11,030
-45
-0.4% -$2.2K 0.36% 20
2024
Q1 		$555K Sell
11,075
-24
-0.2% -$1.14K 0.38% 20
2023
Q4 		$518K Sell
11,099
-951
-8% -$41K 0.39% 20
2023
Q3 		$497K Buy
12,050
+12
+0.1% +$520 0.44% 24
2023
Q2 		$520K Buy
12,038
+12
+0.1% +$496 0.45% 24
2023
Q1 		$490K Buy
12,026
+432
+4% +$17.5K 0.45% 24
2022
Q4 		$451K Buy
+11,594
New +$444K 0.44% 24
2022
Q2 		$337K Buy
9,143
+1,973
+28% +$78.1K 0.35% 28
2022
Q1 		$299K Buy
7,170
+14
+0.2% +$577 0.26% 29
2021
Q4 		$298K Buy
+7,156
New +$292K 0.27% 29

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

Investments & Financial Planning LLC's SPYV Position: Q1 2026 in Review

Investments & Financial Planning LLC reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.17% in Q1 2026, selling an estimated $986 and leaving 10,217 shares worth $578K. The position accounts for 0.31% of the portfolio, ranked #22.

Investments & Financial Planning LLC first reported a position in SPYV in Q4 2021 and has held it in 17 quarters since. The position peaked at $631K in Q3 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Investments & Financial Planning LLC held 10,217 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $578K as of Q1 2026.
  • Investments & Financial Planning LLC sold 17 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $986.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.31% of Investments & Financial Planning LLC's portfolio in Q1 2026, its #22 holding.
  • Investments & Financial Planning LLC first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and has held it in 17 quarters since.
  • Investments & Financial Planning LLC's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $631K in Q3 2025.
  • 1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q1 2026, filed 11 May 2026.