New Millennium Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

New Millennium Group’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 Q4	$16.6K	Buy	+292	New	+$16.4K	0.01%	179
2024 Q1	–	Sell	-85	Closed	-$3.97K	–	355
2023 Q4	$3.97K	Hold	85	–	–	﹤0.01%	258
2023 Q3	$3.49K	Buy	85 +8	+10%	+$346	﹤0.01%	233
2023 Q2	$3.34K	Hold	77	–	–	﹤0.01%	243
2023 Q1	$3.13K	Hold	77	–	–	﹤0.01%	269
2022 Q4	$2.98K	Buy	77 +1	+1%	+$38	﹤0.01%	277
2022 Q3	$3K	Sell	76 -17	-18%	-$645	﹤0.01%	267
2022 Q2	$3K	Buy	+93	New	+$3.68K	﹤0.01%	274

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

New Millennium Group's SPYV Position: Q4 2025 in Review

New Millennium Group opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2025: 292 shares worth $16.6K. The stake represents 0.01% of the portfolio and ranks #179 among its holdings. This is a return to the name: New Millennium Group previously reported a position in SPYV as recently as Q4 2023.

New Millennium Group first reported a position in SPYV in Q2 2022 and has held it in 8 quarters since. 1,161 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

New Millennium Group held 292 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $16.6K as of Q4 2025.
State Street SPDR Portfolio S&P 500 Value ETF was a new New Millennium Group position in Q4 2025.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of New Millennium Group's portfolio in Q4 2025, its #179 holding.
New Millennium Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and has held it in 8 quarters since.
1,161 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.