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

Main Street Financial Solutions’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
2025 Q1	–	Sell	-4,287	Closed	-$219K	–	556
2024 Q4	$219K	Buy	+4,287	New	+$228K	0.02%	451
2024 Q3	–	Sell	-4,608	Closed	-$225K	–	574
2024 Q2	$225K	Sell	4,608 -736	-14%	-$36K	0.02%	487
2024 Q1	$268K	Sell	5,344 -72	-1%	-$3.43K	0.03%	432
2023 Q4	$253K	Sell	5,416 -8	-0.1%	-$345	0.03%	398
2023 Q3	$224K	Buy	+5,424	New	+$235K	0.03%	409

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Main Street Financial Solutions's SPYV Position: Q1 2025 in Review

Main Street Financial Solutions sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2025, closing a stake of 4,287 shares — an estimated $219K sold.

Main Street Financial Solutions first reported a position in SPYV in Q3 2023 and held it in 5 quarters. The position peaked at $268K in Q1 2024. 1,015 funds tracked by Wall St. Rank hold SPYV as of Q1 2025.

Main Street Financial Solutions reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
Main Street Financial Solutions sold 4,287 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2025, an estimated $219K.
Main Street Financial Solutions first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2023 and held it in 5 quarters.
Main Street Financial Solutions's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $268K in Q1 2024.
1,015 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2025.

Based on Main Street Financial Solutions's 13F filing for Q1 2025, filed 8 May 2025.