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

Midwest Trust’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	$637K	Buy	10,474 +921	+10%	+$55.1K	0.01%	411
2026 Q1	$541K	Sell	9,553 -6	-0.1%	-$348	0.01%	429
2025 Q4	$543K	Buy	9,559 +5,132	+116%	+$288K	0.01%	419
2025 Q3	$245K	Buy	+4,427	New	+$238K	﹤0.01%	543

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

Midwest Trust's SPYV Position: Q2 2026 in Review

Midwest Trust increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 9.6% in Q2 2026, buying an estimated $55.1K and bringing the position to 10,474 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #411.

Midwest Trust first reported a position in SPYV in Q3 2025 and has held it in 4 quarters since. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Midwest Trust held 10,474 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $637K as of Q2 2026.
Midwest Trust bought 921 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $55.1K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #411 holding.
Midwest Trust first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.