Mission Creek Capital Partners’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Mission Creek Capital Partners’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	$355K	Hold	6,273	–	–	0.07%	168
2025 Q4	$356K	Hold	6,273	–	–	0.07%	163
2025 Q3	$347K	Hold	6,273	–	–	0.07%	162
2025 Q2	$328K	Sell	6,273 -294	-4%	-$14.7K	0.07%	163
2025 Q1	$335K	Buy	6,567 +824	+14%	+$42.7K	0.08%	159
2024 Q4	$294K	Hold	5,743	–	–	0.06%	197
2024 Q3	$304K	Sell	5,743 -387	-6%	-$19.7K	0.07%	188
2024 Q2	$299K	Sell	6,130 -144	-2%	-$7.04K	0.08%	175
2024 Q1	$314K	Sell	6,274 -79	-1%	-$3.77K	0.08%	200
2023 Q4	$296K	Sell	6,353 -149	-2%	-$6.43K	0.08%	192
2023 Q3	$268K	Sell	6,502 -70	-1%	-$3.03K	0.09%	190
2023 Q2	$284K	Buy	6,572 +201	+3%	+$8.3K	0.09%	194
2023 Q1	$259K	Buy	6,371 +28	+0.4%	+$1.14K	0.09%	191
2022 Q4	$247K	Buy	+6,343	New	+$243K	0.09%	198

Other funds holding SPYV

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $9.42B AUM 17.63% 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

Mission Creek Capital Partners's SPYV Position: Q1 2026 in Review

Mission Creek Capital Partners held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2026 at 6,273 shares worth $355K. The position accounts for 0.07% of the portfolio, ranked #168.

Mission Creek Capital Partners first reported a position in SPYV in Q4 2022 and has held it in 14 quarters since. The position peaked at $356K in Q4 2025. 1,176 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Mission Creek Capital Partners held 6,273 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $355K as of Q1 2026.
Mission Creek Capital Partners left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.07% of Mission Creek Capital Partners's portfolio in Q1 2026, its #168 holding.
Mission Creek Capital Partners 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.
Mission Creek Capital Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $356K in Q4 2025.
1,176 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Mission Creek Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.