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 Q2	$418K	Sell	6,871 -131	-2%	-$7.84K	0.01%	402
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 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

Kovitz Investment Group Partners's SPYV Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.9% in Q2 2026, selling an estimated $7.84K and leaving 6,871 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #402.

Kovitz Investment Group Partners first reported a position in SPYV in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.91M in Q3 2025. 1,219 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Kovitz Investment Group Partners held 6,871 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $418K as of Q2 2026.
Kovitz Investment Group Partners sold 131 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $7.84K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #402 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 6 quarters since.
Kovitz Investment Group Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $5.91M in Q3 2025.
1,219 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.