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 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 $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

Norden Group's SPYV Position: Q1 2026 in Review

Norden Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.66% in Q1 2026, buying an estimated $18.2K and bringing the position to 48,068 shares worth $2.72M. The position accounts for 0.26% of the portfolio, ranked #77.

Norden Group first reported a position in SPYV in Q1 2024 and has held it in 9 quarters since. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Norden Group held 48,068 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.72M as of Q1 2026.
Norden Group bought 314 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $18.2K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.26% of Norden Group's portfolio in Q1 2026, its #77 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 9 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 Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.