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Lane Brothers & Co’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Lane Brothers & Co’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 		$291K Sell
4,780
-254
-5% -$15.2K 0.19% 72
2026
Q1 		$285K Sell
5,034
-90
-2% -$5.22K 0.21% 64
2025
Q4 		$291K Buy
+5,124
New +$288K 0.21% 64

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lane Brothers & Co's SPYV Position: Q2 2026 in Review

Lane Brothers & Co reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5% in Q2 2026, selling an estimated $15.2K and leaving 4,780 shares worth $291K. The position accounts for 0.19% of the portfolio, ranked #72.

Lane Brothers & Co first reported a position in SPYV in Q4 2025 and has held it in 3 quarters since. The position peaked at $291K in Q4 2025. 1,205 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Lane Brothers & Co held 4,780 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $291K as of Q2 2026.
  • Lane Brothers & Co sold 254 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $15.2K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.19% of Lane Brothers & Co's portfolio in Q2 2026, its #72 holding.
  • Lane Brothers & Co first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Lane Brothers & Co's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $291K in Q4 2025.
  • 1,205 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.