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

Mutual 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	$7.38M	Buy	130,427 +6,430	+5%	+$373K	0.16%	129
2025 Q4	$7.04M	Buy	123,997 +1,162	+0.9%	+$65.3K	0.15%	135
2025 Q3	$6.87M	Buy	122,835 +3,380	+3%	+$182K	0.15%	140
2025 Q2	$6.42M	Buy	119,455 +6,706	+6%	+$335K	0.16%	140
2025 Q1	$5.5M	Buy	112,749 +88,926	+373%	+$4.61M	0.16%	132
2024 Q4	$1.23M	Sell	23,823 -1,097	-4%	-$58.4K	0.04%	416
2024 Q3	$1.32M	Buy	24,920 +524	+2%	+$26.7K	0.04%	394
2024 Q2	$1.24M	Sell	24,396 -45,346	-65%	-$2.22M	0.04%	417
2024 Q1	$3.49M	Buy	69,742 +50,756	+267%	+$2.42M	0.11%	169
2023 Q4	$885K	Sell	18,986 -3,332	-15%	-$144K	0.03%	490
2023 Q3	$921K	Buy	22,318 +1,056	+5%	+$45.7K	0.04%	444
2023 Q2	$919K	Sell	21,262 -69	-0.3%	-$2.85K	0.03%	460
2023 Q1	$869K	Sell	21,331 -429	-2%	-$17.4K	0.04%	461
2022 Q4	$846K	Buy	21,760 +3,248	+18%	+$124K	0.04%	455
2022 Q3	$638K	Buy	18,512 +9,355	+102%	+$355K	0.03%	495
2022 Q2	$337K	Buy	9,157 +209	+2%	+$8.28K	0.02%	642
2022 Q1	$374K	Buy	8,948 +4	+0%	+$165	0.02%	655
2021 Q4	$376K	Buy	8,944 +6	+0.1%	+$245	0.02%	665
2021 Q3	$349K	Buy	8,938 +3,641	+69%	+$145K	0.02%	670
2021 Q2	$209K	Buy	+5,297	New	+$209K	0.01%	779
2021 Q1	–	Sell	-6,680	Closed	-$230K	–	824
2020 Q4	$230K	Buy	+6,680	New	+$217K	0.02%	665
2020 Q3	–	Sell	-8,339	Closed	-$242K	–	703
2020 Q2	$242K	Sell	8,339 -4,951	-37%	-$141K	0.02%	554
2020 Q1	$343K	Sell	13,290 -86,399	-87%	-$2.76M	0.05%	373
2019 Q4	$3.48M	Buy	99,689 +11,228	+13%	+$375K	0.37%	56
2019 Q3	$2.83M	Buy	88,461 +8,870	+11%	+$279K	0.37%	57
2019 Q2	$2.49M	Buy	79,591 +6,778	+9%	+$209K	0.32%	68
2019 Q1	$2.21M	Buy	+72,813	New	+$2.15M	0.33%	69

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

Mutual Advisors's SPYV Position: Q1 2026 in Review

Mutual Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5.2% in Q1 2026, buying an estimated $373K and bringing the position to 130,427 shares worth $7.38M. The position accounts for 0.16% of the portfolio, ranked #129.

Mutual Advisors first reported a position in SPYV in Q1 2019 and has held it in 27 quarters since. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Mutual Advisors held 130,427 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $7.38M as of Q1 2026.
Mutual Advisors bought 6,430 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $373K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.16% of Mutual Advisors's portfolio in Q1 2026, its #129 holding.
Mutual Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2019 and has held it in 27 quarters since.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.