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

Legacy Investment Solutions’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
Q2 		$36K Buy
+688
New +$34.4K 0.02% 182
2024
Q4 		$35.9K Hold
688
– – 0.02% 147
2024
Q3 		$37.2K Buy
+688
New +$35K 0.02% 140

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legacy Investment Solutions's SPYV Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2025: 688 shares worth $36K. The stake represents 0.02% of the portfolio and ranks #182 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SPYV as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SPYV in Q3 2024 and has held it in 3 quarters since. The position peaked at $37.2K in Q3 2024. 1,047 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

  • Legacy Investment Solutions held 688 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $36K as of Q2 2025.
  • State Street SPDR Portfolio S&P 500 Value ETF was a new Legacy Investment Solutions position in Q2 2025.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Legacy Investment Solutions's portfolio in Q2 2025, its #182 holding.
  • Legacy Investment Solutions first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $37.2K in Q3 2024.
  • 1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.