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LBMC Investment Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

LBMC Investment Advisors’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 		$797K Buy
13,105
+55
+0.4% +$3.29K 0.04% 129
2026
Q1 		$738K Sell
13,050
-557
-4% -$32.3K 0.05% 126
2025
Q4 		$773K Buy
13,607
+72
+0.5% +$4.04K 0.05% 116
2025
Q3 		$749K Buy
13,535
+60
+0.4% +$3.23K 0.05% 117
2025
Q2 		$705K Buy
13,475
+63
+0.5% +$3.15K 0.05% 105
2025
Q1 		$685K Buy
13,412
+45
+0.3% +$2.33K 0.05% 101
2024
Q4 		$684K Buy
13,367
+86
+0.6% +$4.58K 0.05% 98
2024
Q3 		$702K Buy
13,281
+67
+0.5% +$3.41K 0.06% 93
2024
Q2 		$644K Sell
13,214
-1,961
-13% -$95.8K 0.06% 94
2024
Q1 		$760K Buy
15,175
+605
+4% +$28.8K 0.07% 86
2023
Q4 		$679K Buy
14,570
+72
+0.5% +$3.1K 0.06% 85
2023
Q3 		$587K Buy
14,498
+68
+0.5% +$2.94K 0.06% 87
2023
Q2 		$623K Buy
14,430
+69
+0.5% +$2.85K 0.06% 84
2023
Q1 		$585K Buy
14,361
+64
+0.4% +$2.59K 0.06% 87
2022
Q4 		$556K Buy
14,297
+87
+0.6% +$3.33K 0.06% 86
2022
Q3 		$490K Buy
+14,210
New +$539K 0.06% 86

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

LBMC Investment Advisors's SPYV Position: Q2 2026 in Review

LBMC Investment Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.42% in Q2 2026, buying an estimated $3.29K and bringing the position to 13,105 shares worth $797K. The position accounts for 0.04% of the portfolio, ranked #129.

LBMC Investment Advisors first reported a position in SPYV in Q3 2022 and has held it in 16 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • LBMC Investment Advisors held 13,105 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $797K as of Q2 2026.
  • LBMC Investment Advisors bought 55 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $3.29K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of LBMC Investment Advisors's portfolio in Q2 2026, its #129 holding.
  • LBMC Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.