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

Millington Financial 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 Q1	$13.2M	Buy	223,865 +1,330	+0.6%	+$77.2K	5.56%	3
2025 Q4	$13.2M	Sell	222,535 -25,786	-10%	-$1.45M	5.86%	3
2025 Q3	$13.6M	Sell	248,321 -20,233	-8%	-$1.09M	6.59%	2
2025 Q2	$14.4M	Buy	268,554 +536	+0.2%	+$26.8K	7.28%	2
2025 Q1	$12.8M	Sell	268,018 -3,012	-1%	-$156K	7.88%	2
2024 Q4	$14.2M	Buy	271,030 +13,272	+5%	+$706K	8.23%	2
2024 Q3	$13.6M	Buy	257,758 +23,499	+10%	+$1.2M	8.49%	2
2024 Q2	$11.4M	Buy	234,259 +3,680	+2%	+$180K	7.93%	2
2024 Q1	$11.6M	Buy	230,579 +9,442	+4%	+$450K	8.23%	2
2023 Q4	$10.3M	Sell	221,137 -1,840	-0.8%	-$79.4K	8.25%	2
2023 Q3	$9.2M	Buy	222,977 +7,949	+4%	+$344K	8.25%	2
2023 Q2	$9.29M	Buy	215,028 +42	+0%	+$1.73K	8.26%	2
2023 Q1	$8.75M	Sell	214,986 -4,950	-2%	-$201K	8.09%	2
2022 Q4	$8.55M	Buy	+219,936	New	+$8.42M	8.35%	1

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Millington Financial Advisors's SPYV Position: Q1 2026 in Review

Millington Financial Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.6% in Q1 2026, buying an estimated $77.2K and bringing the position to 223,865 shares worth $13.2M. The position accounts for 5.56% of the portfolio, ranked #3.

Millington Financial Advisors first reported a position in SPYV in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.4M in Q2 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Millington Financial Advisors held 223,865 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $13.2M as of Q1 2026.
Millington Financial Advisors bought 1,330 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $77.2K.
State Street SPDR Portfolio S&P 500 Value ETF made up 5.56% of Millington Financial Advisors's portfolio in Q1 2026, its #3 holding.
Millington Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 14 quarters since.
Millington Financial Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $14.4M in Q2 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 Millington Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.