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

Lynch & Associates’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 		$10.1M Buy
166,194
+4,906
+3% +$294K 1.76% 17
2026
Q1 		$9.13M Buy
161,288
+3,882
+2% +$225K 1.71% 18
2025
Q4 		$8.94M Buy
157,406
+2,485
+2% +$140K 1.69% 18
2025
Q3 		$8.57M Buy
154,921
+4,413
+3% +$238K 1.66% 15
2025
Q2 		$7.88M Buy
150,508
+2,862
+2% +$143K 1.59% 16
2025
Q1 		$7.54M Buy
147,646
+2,062
+1% +$107K 1.63% 17
2024
Q4 		$7.45M Buy
145,584
+4,261
+3% +$227K 1.62% 18
2024
Q3 		$7.47M Buy
141,323
+1,514
+1% +$77.1K 1.58% 19
2024
Q2 		$6.81M Buy
139,809
+5,030
+4% +$246K 1.54% 21
2024
Q1 		$6.75M Buy
134,779
+3,301
+3% +$157K 1.56% 19
2023
Q4 		$6.13M Buy
131,478
+386
+0.3% +$16.6K 1.49% 21
2023
Q3 		$5.41M Buy
131,092
+3,821
+3% +$165K 1.43% 21
2023
Q2 		$5.5M Sell
127,271
-643
-0.5% -$26.6K 1.41% 25
2023
Q1 		$5.21M Sell
127,914
-429
-0.3% -$17.4K 1.37% 24
2022
Q4 		$4.99M Buy
128,343
+3,256
+3% +$125K 1.3% 25
2022
Q3 		$4.31M Buy
+125,087
New +$4.75M 1.26% 29

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lynch & Associates's SPYV Position: Q2 2026 in Review

Lynch & Associates increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3% in Q2 2026, buying an estimated $294K and bringing the position to 166,194 shares worth $10.1M. The position accounts for 1.76% of the portfolio, ranked #17.

Lynch & Associates first reported a position in SPYV in Q3 2022 and has held it in 16 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Lynch & Associates held 166,194 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $10.1M as of Q2 2026.
  • Lynch & Associates bought 4,906 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $294K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 1.76% of Lynch & Associates's portfolio in Q2 2026, its #17 holding.
  • Lynch & Associates first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.