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

MCF Advisors’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	$27.6M	Buy	453,394 +445,193	+5,429%	+$26.6M	0.98%	22
2026 Q1	$464K	Buy	8,201 +169	+2%	+$9.8K	0.02%	271
2025 Q4	$456K	Buy	8,032 +265	+3%	+$14.9K	0.03%	212
2025 Q3	$430K	Hold	7,767	–	–	0.03%	169
2025 Q2	$407K	Hold	7,767	–	–	0.03%	163
2025 Q1	$397K	Hold	7,767	–	–	0.03%	168
2024 Q4	$397K	Hold	7,767	–	–	0.03%	168
2024 Q3	$411K	Hold	7,767	–	–	0.03%	157
2024 Q2	$379K	Hold	7,767	–	–	0.03%	158
2024 Q1	$389K	Hold	7,767	–	–	0.03%	158
2023 Q4	$362K	Hold	7,767	–	–	0.03%	163
2023 Q3	$320K	Hold	7,767	–	–	0.03%	164
2023 Q2	$336K	Hold	7,767	–	–	0.03%	163
2023 Q1	$316K	Hold	7,767	–	–	0.03%	166
2022 Q4	$302K	Hold	7,767	–	–	0.03%	173
2022 Q3	$268K	Buy	7,767 +7,180	+1,223%	+$272K	0.03%	172
2022 Q2	$22K	Hold	587	–	–	﹤0.01%	433
2022 Q1	$25K	Buy	+587	New	+$24.2K	﹤0.01%	430

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

MCF Advisors's SPYV Position: Q2 2026 in Review

MCF Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5,429% in Q2 2026, buying an estimated $26.6M and bringing the position to 453,394 shares worth $27.6M. The position accounts for 0.98% of the portfolio, ranked #22.

MCF Advisors first reported a position in SPYV in Q1 2022 and has held it in 18 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

MCF Advisors held 453,394 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $27.6M as of Q2 2026.
MCF Advisors bought 445,193 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $26.6M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.98% of MCF Advisors's portfolio in Q2 2026, its #22 holding.
MCF Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and has held it in 18 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 MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.