NBT Bank
SPYV icon

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

NBT Bank’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
Q3 		$11K Sell
180
-952
-84% -$59.6K ﹤0.01% 466
2026
Q2 		$68.8K Sell
1,132
-693
-38% -$41.5K ﹤0.01% 477
2026
Q1 		$103K Buy
1,825
+824
+82% +$47.8K 0.01% 426
2025
Q4 		$104K Buy
1,001
+2
+0.2% +$112 0.01% 423
2025
Q3 		$105K Sell
999
-64
-6% -$3.45K 0.01% 421
2025
Q2 		$55.6K Sell
1,063
-106
-9% -$5.3K ﹤0.01% 486
2025
Q1 		$59.7K Sell
1,169
-1,698
-59% -$88.1K ﹤0.01% 478
2024
Q4 		$147K Hold
2,867
– – 0.01% 393
2024
Q3 		$152K Buy
2,867
+1,803
+169% +$91.8K 0.01% 398
2024
Q2 		$51.9K Sell
1,064
-9,243
-90% -$452K ﹤0.01% 402
2024
Q1 		$516K Buy
10,307
+9,845
+2,131% +$469K 0.04% 269
2023
Q4 		$21.5K Buy
+462
New +$19.9K ﹤0.01% 433

Other funds holding SPYV

Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

NBT Bank's SPYV Position: Q3 2026 in Review

NBT Bank reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 84% in Q3 2026, selling an estimated $59.6K and leaving 180 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

NBT Bank first reported a position in SPYV in Q4 2023 and has held it in 12 quarters since. The position peaked at $516K in Q1 2024. 660 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • NBT Bank held 180 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $11K as of Q3 2026.
  • NBT Bank sold 952 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $59.6K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of NBT Bank's portfolio in Q3 2026, its #466 holding.
  • NBT Bank first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 12 quarters since.
  • NBT Bank's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $516K in Q1 2024.
  • 660 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on NBT Bank's 13F filing for Q3 2026, filed 21 Oct 2026.