Matthew Hamilton Rosenberg’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Matthew Hamilton Rosenberg’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	$3.77K	Hold	62	–	–	﹤0.01%	710
2026 Q1	$3.51K	Buy	+62	New	+$3.6K	﹤0.01%	704

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Matthew Hamilton Rosenberg's SPYV Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 62 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Matthew Hamilton Rosenberg first reported a position in SPYV in Q1 2026 and has held it in 2 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Matthew Hamilton Rosenberg held 62 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.77K as of Q2 2026.
Matthew Hamilton Rosenberg left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #710 holding.
Matthew Hamilton Rosenberg first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2026 and has held it in 2 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 Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.