Lido Advisors
SPYV icon

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

Lido 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
Q1 		$8.65M Sell
152,832
-119,281
-44% -$6.92M 0.03% 346
2025
Q4 		$15.2M Buy
272,113
+49,597
+22% +$2.79M 0.05% 248
2025
Q3 		$12.3M Buy
222,516
+131,833
+145% +$7.1M 0.04% 276
2025
Q2 		$4.75M Sell
90,683
-2,442
-3% -$122K 0.02% 386
2025
Q1 		$4.76M Buy
93,125
+1,347
+1% +$69.9K 0.02% 349
2024
Q4 		$4.69M Buy
91,778
+38,161
+71% +$2.03M 0.02% 336
2024
Q3 		$2.83M Sell
53,617
-449
-0.8% -$22.9K 0.01% 396
2024
Q2 		$2.64M Buy
54,066
+334
+0.6% +$16.3K 0.01% 399
2024
Q1 		$2.69M Buy
53,732
+1,117
+2% +$53.3K 0.02% 375
2023
Q4 		$2.45M Buy
52,615
+43,757
+494% +$1.89M 0.02% 375
2023
Q3 		$365K Buy
8,858
+1,963
+28% +$85K ﹤0.01% 848
2023
Q2 		$298K Buy
6,895
+1,957
+40% +$80.8K ﹤0.01% 936
2023
Q1 		$201K Buy
+4,938
New +$200K ﹤0.01% 1009
2022
Q3 		– Sell
-8,600
Closed -$316K – 1032
2022
Q2 		$316K Buy
8,600
+127
+1% +$5.03K ﹤0.01% 719
2022
Q1 		$353K Sell
8,473
-2,253
-21% -$92.9K ﹤0.01% 753
2021
Q4 		$450K Buy
10,726
+3,918
+58% +$160K ﹤0.01% 652
2021
Q3 		$265K Hold
6,808
– – ﹤0.01% 786
2021
Q2 		$269K Buy
+6,808
New +$269K ﹤0.01% 757

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
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lido Advisors's SPYV Position: Q1 2026 in Review

Lido Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 44% in Q1 2026, selling an estimated $6.92M and leaving 152,832 shares worth $8.65M. The position accounts for 0.03% of the portfolio, ranked #346.

Lido Advisors first reported a position in SPYV in Q2 2021 and has held it in 18 quarters since. The position peaked at $15.2M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Lido Advisors held 152,832 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $8.65M as of Q1 2026.
  • Lido Advisors sold 119,281 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $6.92M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #346 holding.
  • Lido Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2021 and has held it in 18 quarters since.
  • Lido Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $15.2M in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.