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

Legacy Financial 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
2025
Q4 		– Sell
-5,076
Closed -$281K – 453
2025
Q3 		$281K Buy
+5,076
New +$273K 0.04% 340
2025
Q2 		– Sell
-5,121
Closed -$262K – 407
2025
Q1 		$262K Buy
+5,121
New +$266K 0.04% 295

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 $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Financial Advisors's SPYV Position: Q4 2025 in Review

Legacy Financial Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2025, closing a stake of 5,076 shares — an estimated $281K sold.

Legacy Financial Advisors first reported a position in SPYV in Q1 2025 and held it in 2 quarters. The position peaked at $281K in Q3 2025. 1,154 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

  • Legacy Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 5,076 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $281K.
  • Legacy Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2025 and held it in 2 quarters.
  • Legacy Financial Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $281K in Q3 2025.
  • 1,154 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.