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

Money Design’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
2025 Q2	$19.7M	Buy	376,481 +16,523	+5%	+$826K	0.92%	22
2025 Q1	$18.4M	Sell	359,958 -4,615	-1%	-$239K	0.92%	24
2024 Q4	$18.6M	Sell	364,573 -73,088	-17%	-$3.89M	0.96%	27
2024 Q3	$23.1M	Buy	437,661 +35,543	+9%	+$1.81M	1.15%	22
2024 Q2	$19.6M	Sell	402,118 -13,150	-3%	-$643K	1.06%	24
2024 Q1	$20.8M	Sell	415,268 -63,814	-13%	-$3.04M	1.13%	23
2023 Q4	$22.3M	Sell	479,082 -30,947	-6%	-$1.33M	1.26%	21
2023 Q3	$21M	Sell	510,029 -11,737	-2%	-$508K	1.28%	22
2023 Q2	$22.5M	Sell	521,766 -90,784	-15%	-$3.75M	1.33%	22
2023 Q1	$24.9M	Buy	612,550 +28,591	+5%	+$1.16M	1.47%	23
2022 Q4	$22.7M	Sell	583,959 -32,263	-5%	-$1.24M	1.42%	25
2022 Q3	$21.3M	Buy	616,222 +29,723	+5%	+$1.13M	1.5%	22
2022 Q2	$21.6M	Buy	586,499 +11,579	+2%	+$459K	1.62%	21
2022 Q1	$24M	Buy	574,920 +10,484	+2%	+$432K	1.63%	23
2021 Q4	$23.7M	Buy	564,436 +19,740	+4%	+$806K	1.6%	22
2021 Q3	$21.2M	Sell	544,696 -37,100	-6%	-$1.48M	1.76%	23
2021 Q2	$23M	Sell	581,796 -43,665	-7%	-$1.73M	2.37%	19
2021 Q1	$23.7M	Sell	625,461 -94,422	-13%	-$3.41M	2.76%	14
2020 Q4	$24.6M	Buy	719,883 +47,012	+7%	+$1.53M	2.81%	13
2020 Q3	$20.3M	Sell	672,871 -97,943	-13%	-$2.98M	2.44%	14
2020 Q2	$22.3M	Sell	770,814 -379,837	-33%	-$10.8M	3.18%	12
2020 Q1	$29.7M	Buy	1,150,651 +178,668	+18%	+$5.71M	5.26%	7
2019 Q4	$33.8M	Buy	971,983 +174,174	+22%	+$5.82M	5.99%	4
2019 Q3	$25.5M	Buy	797,809 +28,583	+4%	+$900K	5.36%	7
2019 Q2	$24.1M	Buy	769,226 +234,755	+44%	+$7.22M	5.73%	6
2019 Q1	$16.2M	Buy	534,471 +525,221	+5,678%	+$15.5M	4.31%	8
2018 Q4	$251K	Buy	+9,250	New	+$272K	0.08%	38

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Money Design's SPYV Position: Q2 2025 in Review

Money Design increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.6% in Q2 2025, buying an estimated $826K and bringing the position to 376,481 shares worth $19.7M. The position accounts for 0.92% of the portfolio, ranked #22.

Money Design first reported a position in SPYV in Q4 2018 and has held it in 27 quarters since. The position peaked at $33.8M in Q4 2019. 1,047 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

Money Design held 376,481 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $19.7M as of Q2 2025.
Money Design bought 16,523 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2025, an estimated $826K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.92% of Money Design's portfolio in Q2 2025, its #22 holding.
Money Design first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2018 and has held it in 27 quarters since.
Money Design's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $33.8M in Q4 2019.
1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.