MHS
SPYV icon

M Holdings Securities’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

M Holdings Securities’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 		– Sell
-10,465
Closed -$595K – 315
2025
Q4 		$595K Buy
+10,465
New +$588K 0.04% 234
2024
Q3 		– Sell
-8,810
Closed -$429K – 271
2024
Q2 		$429K Buy
+8,810
New +$431K 0.06% 186

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

M Holdings Securities's SPYV Position: Q1 2026 in Review

M Holdings Securities sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2026, closing a stake of 10,465 shares — an estimated $595K sold.

M Holdings Securities first reported a position in SPYV in Q2 2024 and held it in 2 quarters. The position peaked at $595K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • M Holdings Securities reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
  • M Holdings Securities sold 10,465 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $595K.
  • M Holdings Securities first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and held it in 2 quarters.
  • M Holdings Securities's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $595K in Q4 2025.
  • 1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.