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 Q2	$8.28M	Sell	136,148 -16,684	-11%	-$999K	0.02%	387
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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lido Advisors's SPYV Position: Q2 2026 in Review

Lido Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 11% in Q2 2026, selling an estimated $999K and leaving 136,148 shares worth $8.28M. The position accounts for 0.02% of the portfolio, ranked #387.

Lido Advisors first reported a position in SPYV in Q2 2021 and has held it in 19 quarters since. The position peaked at $15.2M in Q4 2025. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Lido Advisors held 136,148 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $8.28M as of Q2 2026.
Lido Advisors sold 16,684 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $999K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #387 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 19 quarters since.
Lido Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $15.2M in Q4 2025.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.