Lloyd Advisory Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Lloyd Advisory Services’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	$150K	Buy	2,475 +1,115	+82%	+$66.7K	0.06%	143
2026 Q1	$76.9K	Buy	+1,360	New	+$78.9K	0.02%	230
2022 Q3	–	Sell	-7,994	Closed	-$294K	–	67
2022 Q2	$294K	Sell	7,994 -2,141	-21%	-$84.8K	0.23%	48
2022 Q1	$423K	Sell	10,135 -328	-3%	-$13.5K	0.2%	51
2021 Q4	$439K	Buy	10,463 +487	+5%	+$19.9K	0.2%	49
2021 Q3	$389K	Buy	9,976 +1,074	+12%	+$42.9K	0.2%	42
2021 Q2	$352K	Buy	8,902 +2,961	+50%	+$117K	0.18%	48
2021 Q1	$225K	Buy	5,941 +921	+18%	+$33.3K	0.12%	57
2020 Q4	$173K	Buy	5,020 +729	+17%	+$23.7K	0.09%	62
2020 Q3	$130K	Sell	4,291 -1,133	-21%	-$34.4K	0.08%	66
2020 Q2	$157K	Buy	5,424 +390	+8%	+$11.1K	0.1%	64
2020 Q1	$130K	Buy	5,034 +3,810	+311%	+$122K	0.1%	66
2019 Q4	$43K	Buy	+1,224	New	+$40.9K	0.04%	133

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

Lloyd Advisory Services's SPYV Position: Q2 2026 in Review

Lloyd Advisory Services increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 82% in Q2 2026, buying an estimated $66.7K and bringing the position to 2,475 shares worth $150K. The position accounts for 0.06% of the portfolio, ranked #143.

Lloyd Advisory Services first reported a position in SPYV in Q4 2019 and has held it in 13 quarters since. The position peaked at $439K in Q4 2021. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Lloyd Advisory Services held 2,475 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $150K as of Q2 2026.
Lloyd Advisory Services bought 1,115 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $66.7K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.06% of Lloyd Advisory Services's portfolio in Q2 2026, its #143 holding.
Lloyd Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and has held it in 13 quarters since.
Lloyd Advisory Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $439K in Q4 2021.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.