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

LPL Financial’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	$602K	Sell	9,900 -400	-4%	-$23.9K	﹤0.01%	4861
2026 Q1	$583K	Buy	10,300 +2,800	+37%	+$162K	﹤0.01%	4628
2025 Q4	$426K	Sell	7,500 -4,000	-35%	-$225K	﹤0.01%	4863
2025 Q3	$636K	Buy	11,500 +1,300	+13%	+$70K	﹤0.01%	4427
2025 Q2	$534K	Buy	10,200 +2,000	+24%	+$99.9K	﹤0.01%	4331
2025 Q1	$419K	Buy	+8,200	New	+$425K	﹤0.01%	4327

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LPL Financial's SPYV Position: Q2 2026 in Review

LPL Financial increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1% in Q2 2026, buying an estimated $31.4M and bringing the position to 52,010,628 shares worth $3.16B. The position accounts for 0.71% of the portfolio, ranked #19.

LPL Financial first reported a position in SPYV in Q2 2013 and has held it in 53 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

LPL Financial held 52,010,628 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.16B as of Q2 2026.
LPL Financial bought 524,937 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $31.4M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.71% of LPL Financial's portfolio in Q2 2026, its #19 holding.
LPL Financial first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2013 and has held it in 53 quarters since.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.