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Lowery Thomas LLC’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Lowery Thomas LLC’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 		$921K Sell
16,276
-338
-2% -$19.6K 0.53% 37
2025
Q4 		$944K Buy
16,614
+1,777
+12% +$99.8K 0.53% 38
2025
Q3 		$821K Sell
14,837
-530
-3% -$28.5K 0.47% 39
2025
Q2 		$804K Sell
15,367
-2,280
-13% -$114K 0.52% 39
2025
Q1 		$901K Sell
17,647
-2,739
-13% -$142K 0.62% 32
2024
Q4 		$1.04M Sell
20,386
-3,011
-13% -$160K 0.68% 31
2024
Q3 		$1.24M Sell
23,397
-196
-0.8% -$9.97K 0.84% 29
2024
Q2 		$1.15M Sell
23,593
-3,960
-14% -$194K 0.84% 24
2024
Q1 		$1.38M Buy
27,553
+41
+0.1% +$1.96K 1.06% 22
2023
Q4 		$1.28M Sell
27,512
-2,551
-8% -$110K 1.1% 23
2023
Q3 		$1.24M Sell
30,063
-2,940
-9% -$127K 1.19% 23
2023
Q2 		$1.43M Buy
33,003
+189
+0.6% +$7.8K 1.4% 21
2023
Q1 		$1.34M Buy
32,814
+159
+0.5% +$6.44K 1.47% 19
2022
Q4 		$1.27M Sell
32,655
-102,643
-76% -$3.93M 1.52% 17
2022
Q3 		$4.67M Sell
135,298
-53,810
-28% -$2.04M 5.46% 4
2022
Q2 		$6.96M Buy
189,108
+12,791
+7% +$507K 6.66% 3
2022
Q1 		$7.36M Buy
176,317
+77,094
+78% +$3.18M 5.71% 4
2021
Q4 		$4.17M Buy
+99,223
New +$4.05M 2.87% 13

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

Lowery Thomas LLC's SPYV Position: Q1 2026 in Review

Lowery Thomas LLC reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2% in Q1 2026, selling an estimated $19.6K and leaving 16,276 shares worth $921K. The position accounts for 0.53% of the portfolio, ranked #37.

Lowery Thomas LLC first reported a position in SPYV in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.36M in Q1 2022. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Lowery Thomas LLC held 16,276 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $921K as of Q1 2026.
  • Lowery Thomas LLC sold 338 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $19.6K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.53% of Lowery Thomas LLC's portfolio in Q1 2026, its #37 holding.
  • Lowery Thomas LLC first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Lowery Thomas LLC's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $7.36M in Q1 2022.
  • 1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Lowery Thomas LLC's 13F filing for Q1 2026, filed 13 May 2026.