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

Norden 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
2026 Q2	$3.17M	Buy	52,190 +4,122	+9%	+$247K	0.26%	75
2026 Q1	$2.72M	Buy	48,068 +314	+0.7%	+$18.2K	0.26%	77
2025 Q4	$2.71M	Sell	47,754 -410	-0.9%	-$23K	0.27%	73
2025 Q3	$2.66M	Buy	48,164 +3,748	+8%	+$202K	0.27%	72
2025 Q2	$2.32M	Buy	44,416 +9,130	+26%	+$456K	0.25%	81
2025 Q1	$1.8M	Buy	35,286 +879	+3%	+$45.6K	0.21%	94
2024 Q4	$1.76M	Buy	34,407 +1,585	+5%	+$84.3K	0.2%	102
2024 Q3	$1.73M	Buy	32,822 +1,700	+5%	+$86.5K	0.2%	105
2024 Q2	$1.52M	Buy	31,122 +478	+2%	+$23.4K	0.31%	73
2024 Q1	$1.54M	Buy	+30,644	New	+$1.46M	0.31%	74

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Norden Group's SPYV Position: Q2 2026 in Review

Norden Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 8.6% in Q2 2026, buying an estimated $247K and bringing the position to 52,190 shares worth $3.17M. The position accounts for 0.26% of the portfolio, ranked #75.

Norden Group first reported a position in SPYV in Q1 2024 and has held it in 10 quarters since. 1,219 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Norden Group held 52,190 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.17M as of Q2 2026.
Norden Group bought 4,122 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $247K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.26% of Norden Group's portfolio in Q2 2026, its #75 holding.
Norden Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
1,219 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.