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Lowe Brockenbrough & Co’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Lowe Brockenbrough & Co’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 		$884K Sell
15,628
-245
-2% -$14.2K 0.04% 184
2025
Q4 		$902K Hold
15,873
– – 0.04% 183
2025
Q3 		$878K Hold
15,873
– – 0.05% 184
2025
Q2 		$831K Sell
15,873
-150
-0.9% -$7.5K 0.05% 185
2025
Q1 		$818K Sell
16,023
-189
-1% -$9.8K 0.05% 184
2024
Q4 		$829K Sell
16,212
-605
-4% -$32.2K 0.05% 187
2024
Q3 		$889K Sell
16,817
-795
-5% -$40.5K 0.06% 183
2024
Q2 		$858K Buy
17,612
+281
+2% +$13.7K 0.06% 180
2024
Q1 		$868K Sell
17,331
-650
-4% -$31K 0.06% 185
2023
Q4 		$838K Hold
17,981
– – 0.06% 186
2023
Q3 		$742K Hold
17,981
– – 0.06% 192
2023
Q2 		$777K Hold
17,981
– – 0.06% 196
2023
Q1 		$732K Hold
17,981
– – 0.06% 195
2022
Q4 		$699K Sell
17,981
-1,320
-7% -$50.6K 0.06% 190
2022
Q3 		$666K Sell
19,301
-4,260
-18% -$162K 0.06% 189
2022
Q2 		$868K Sell
23,561
-2,603
-10% -$103K 0.08% 182
2022
Q1 		$1.09M Sell
26,164
-2,355
-8% -$97.1K 0.08% 174
2021
Q4 		$1.2M Buy
28,519
+2,119
+8% +$86.5K 0.09% 163
2021
Q3 		$1.03M Sell
26,400
-167,333
-86% -$6.68M 0.08% 179
2021
Q2 		$7.66M Buy
193,733
+9,040
+5% +$357K 0.69% 47
2021
Q1 		$7M Buy
184,693
+7,273
+4% +$263K 0.68% 49
2020
Q4 		$6.1M Buy
177,420
+6,032
+4% +$196K 0.66% 51
2020
Q3 		$5.18M Buy
171,388
+2,795
+2% +$84.9K 0.64% 54
2020
Q2 		$4.89M Buy
168,593
+15,009
+10% +$428K 0.66% 50
2020
Q1 		$3.97M Buy
+153,584
New +$4.9M 0.65% 51

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

Lowe Brockenbrough & Co's SPYV Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.5% in Q1 2026, selling an estimated $14.2K and leaving 15,628 shares worth $884K. The position accounts for 0.04% of the portfolio, ranked #184.

Lowe Brockenbrough & Co first reported a position in SPYV in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.66M in Q2 2021. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Lowe Brockenbrough & Co held 15,628 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $884K as of Q1 2026.
  • Lowe Brockenbrough & Co sold 245 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $14.2K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #184 holding.
  • Lowe Brockenbrough & Co first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2020 and has held it in 25 quarters since.
  • Lowe Brockenbrough & Co's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $7.66M in Q2 2021.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.