Kovitz Investment Group Partners
SPYV icon

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

Kovitz Investment Group 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 		$396K Sell
7,002
-9,010
-56% -$523K 0.01% 422
2025
Q4 		$910K Sell
16,012
-90,843
-85% -$5.1M 0.02% 333
2025
Q3 		$5.91M Buy
106,855
+2,778
+3% +$150K 0.02% 434
2025
Q2 		$5.45M Buy
104,077
+85,288
+454% +$4.26M 0.02% 435
2025
Q1 		$960K Buy
+18,789
New +$974K ﹤0.01% 754

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 $445B AUM 25.58% 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 $9.42B AUM 17.63% 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

Kovitz Investment Group Partners's SPYV Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 56% in Q1 2026, selling an estimated $523K and leaving 7,002 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #422.

Kovitz Investment Group Partners first reported a position in SPYV in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.91M in Q3 2025. 1,176 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Kovitz Investment Group Partners held 7,002 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $396K as of Q1 2026.
  • Kovitz Investment Group Partners sold 9,010 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $523K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #422 holding.
  • Kovitz Investment Group Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2025 and has held it in 5 quarters since.
  • Kovitz Investment Group Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $5.91M in Q3 2025.
  • 1,176 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

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