Larson Financial Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.4M | Sell |
201,872
-14,738
| -7% | -$855K | 0.36% | 58 |
|
|
2025
Q4 | $12.3M | Sell |
216,610
-7,690
| -3% | -$432K | 0.41% | 55 |
|
|
2025
Q3 | $12.4M | Sell |
224,300
-34,841
| -13% | -$1.88M | 0.43% | 54 |
|
|
2025
Q2 | $13.6M | Sell |
259,141
-30,146
| -10% | -$1.51M | 0.54% | 40 |
|
|
2025
Q1 | $14.8M | Sell |
289,287
-16,255
| -5% | -$843K | 0.7% | 31 |
|
|
2024
Q4 | $15.6M | Sell |
305,542
-31,811
| -9% | -$1.69M | 0.81% | 23 |
|
|
2024
Q3 | $17.8M | Sell |
337,353
-22,759
| -6% | -$1.16M | 1.01% | 17 |
|
|
2024
Q2 | $17.6M | Sell |
360,112
-18,179
| -5% | -$889K | 1.2% | 16 |
|
|
2024
Q1 | $19M | Sell |
378,291
-29,433
| -7% | -$1.4M | 1.46% | 12 |
|
|
2023
Q4 | $19M | Sell |
407,724
-19,227
| -5% | -$829K | 1.66% | 10 |
|
|
2023
Q3 | $17.6M | Sell |
426,951
-15,135
| -3% | -$656K | 1.73% | 10 |
|
|
2023
Q2 | $19.1M | Sell |
442,086
-14,367
| -3% | -$593K | 1.91% | 9 |
|
|
2023
Q1 | $18.6M | Sell |
456,453
-12,717
| -3% | -$515K | 2.02% | 8 |
|
|
2022
Q4 | $18.2M | Sell |
469,170
-24,516
| -5% | -$939K | 2.18% | 6 |
|
|
2022
Q3 | $17M | Buy |
493,686
+16,992
| +4% | +$645K | 2.42% | 8 |
|
|
2022
Q2 | $17.6M | Buy |
476,694
+25,010
| +6% | +$990K | 3.04% | 8 |
|
|
2022
Q1 | $18.9M | Buy |
451,684
+22,009
| +5% | +$908K | 3.01% | 8 |
|
|
2021
Q4 | $18M | Buy |
429,675
+25,640
| +6% | +$1.05M | 2.86% | 8 |
|
|
2021
Q3 | $15.8M | Buy |
404,035
+17,174
| +4% | +$686K | 3.13% | 8 |
|
|
2021
Q2 | $15.3M | Buy |
386,861
+15,506
| +4% | +$613K | 3.55% | 5 |
|
|
2021
Q1 | $14.1M | Buy |
371,355
+18,488
| +5% | +$669K | 4.15% | 4 |
|
|
2020
Q4 | $12.1M | Buy |
352,867
+9,846
| +3% | +$320K | 4.13% | 4 |
|
|
2020
Q3 | $10.4M | Buy |
343,021
+49,288
| +17% | +$1.5M | 4.25% | 4 |
|
|
2020
Q2 | $8.51M | Buy |
293,733
+28,314
| +11% | +$807K | 4.05% | 5 |
|
|
2020
Q1 | $6.86M | Buy |
265,419
+61,214
| +30% | +$1.95M | 4.29% | 4 |
|
|
2019
Q4 | $7.13M | Buy |
204,205
+15,556
| +8% | +$520K | 4.1% | 8 |
|
|
2019
Q3 | $6.03M | Sell |
188,649
-7,600
| -4% | -$239K | 3.94% | 8 |
|
|
2019
Q2 | $6.14M | Buy |
196,249
+15,466
| +9% | +$476K | 4.56% | 8 |
|
|
2019
Q1 | $5.47M | Buy |
180,783
+16,974
| +10% | +$500K | 4.34% | 8 |
|
|
2018
Q4 | $4.45M | Buy |
163,809
+51,496
| +46% | +$1.51M | 4.11% | 8 |
|
|
2018
Q3 | $3.5M | Sell |
112,313
-1,951
| -2% | -$60.2K | 4% | 8 |
|
|
2018
Q2 | $3.39M | Buy |
114,264
+2,373
| +2% | +$70.6K | 3.9% | 8 |
|
|
2018
Q1 | $3.29M | Buy |
111,891
+94,945
| +560% | +$2.92M | 3.86% | 8 |
|
|
2017
Q4 | $520K | Buy |
+16,946
| New | +$507K | 0.44% | 36 |
|
Other funds holding SPYV
AF
VA
Larson Financial Group's SPYV Position: Q1 2026 in Review
Larson Financial Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.8% in Q1 2026, selling an estimated $855K and leaving 201,872 shares worth $11.4M. The position accounts for 0.36% of the portfolio, ranked #58.
Larson Financial Group first reported a position in SPYV in Q4 2017 and has held it in 34 quarters since. The position peaked at $19.1M in Q2 2023. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.
- Larson Financial Group held 201,872 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $11.4M as of Q1 2026.
- Larson Financial Group sold 14,738 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $855K.
- State Street SPDR Portfolio S&P 500 Value ETF made up 0.36% of Larson Financial Group's portfolio in Q1 2026, its #58 holding.
- Larson Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2017 and has held it in 34 quarters since.
- Larson Financial Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $19.1M in Q2 2023.
- 1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.
Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.