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

LGT 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	-9,415	Closed	-$521K	–	362
2025 Q3	$521K	Sell	9,415 -4,450	-32%	-$240K	1.12%	21
2025 Q2	$726K	Buy	13,865 +4,755	+52%	+$238K	1.84%	15
2025 Q1	$465K	Buy	9,110 +2,973	+48%	+$154K	1.42%	17
2024 Q4	$314K	Buy	6,137 +736	+14%	+$39.2K	0.69%	28
2024 Q3	$285K	Buy	5,401 +974	+22%	+$49.6K	0.7%	31
2024 Q2	$216K	Buy	4,427 +942	+27%	+$46K	0.46%	47
2024 Q1	$175K	Buy	+3,485	New	+$166K	0.2%	116

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LGT Financial Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2025, closing a stake of 9,415 shares — an estimated $521K sold.

LGT Financial Advisors first reported a position in SPYV in Q1 2024 and held it in 7 quarters. The position peaked at $726K in Q2 2025. 1,154 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

LGT 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.
LGT Financial Advisors sold 9,415 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $521K.
LGT Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and held it in 7 quarters.
LGT Financial Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $726K in Q2 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 LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.