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

Ironwood Financial’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	$949K	Sell	15,345 -237	-2%	-$14.2K	0.15%	93
2026 Q1	$882K	Hold	15,582	–	–	0.15%	89
2025 Q4	$906K	Sell	15,582 -15	-0.1%	-$843	0.15%	87
2025 Q3	$863K	Hold	15,597	–	–	0.15%	88
2025 Q2	$797K	Hold	15,597	–	–	0.17%	86
2025 Q1	$797K	Buy	15,597 +285	+2%	+$14.8K	0.17%	86
2024 Q4	$783K	Buy	15,312 +5,865	+62%	+$312K	0.16%	87
2024 Q3	$499K	Hold	9,447	–	–	0.1%	106
2024 Q2	$460K	Hold	9,447	–	–	0.1%	108
2024 Q1	$473K	Buy	9,447 +116	+1%	+$5.53K	0.11%	109
2023 Q4	$435K	Hold	9,331	–	–	0.11%	108
2023 Q3	$385K	Hold	9,331	–	–	0.1%	103
2023 Q2	$403K	Hold	9,331	–	–	0.11%	102
2023 Q1	$380K	Buy	9,331 +484	+5%	+$19.6K	0.11%	106
2022 Q4	$344K	Buy	+8,847	New	+$339K	0.11%	111

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

Ironwood Financial's SPYV Position: Q2 2026 in Review

Ironwood Financial reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.5% in Q2 2026, selling an estimated $14.2K and leaving 15,345 shares worth $949K. The position accounts for 0.15% of the portfolio, ranked #93.

Ironwood Financial first reported a position in SPYV in Q4 2022 and has held it in 15 quarters since. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Ironwood Financial held 15,345 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $949K as of Q2 2026.
Ironwood Financial sold 237 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $14.2K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.15% of Ironwood Financial's portfolio in Q2 2026, its #93 holding.
Ironwood Financial 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.
1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.