Oliver Lagore Vanvalin Investment Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$55K	Buy	+1,076	New	+$53.8K	0.02%	239
2024 Q4	$55K	Hold	1,076	–	–	0.01%	241
2024 Q3	$56.9K	Hold	1,076	–	–	0.02%	237
2024 Q2	$52.4K	Hold	1,076	–	–	0.02%	233
2024 Q1	$53.9K	Sell	1,076 -2,587	-71%	-$123K	0.02%	241
2023 Q4	$171K	Sell	3,663 -2,370	-39%	-$102K	0.06%	117
2023 Q3	$249K	Sell	6,033 -4,377	-42%	-$190K	0.1%	109
2023 Q2	$450K	Buy	10,410 +10,408	+520,400%	+$430K	0.16%	88
2023 Q1	$81	Buy	+2	New	+$81	﹤0.01%	685

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SPYV Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2025: 1,076 shares worth $55K. The stake represents 0.02% of the portfolio and ranks #239 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SPYV as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SPYV in Q1 2023 and has held it in 9 quarters since. The position peaked at $450K in Q2 2023. 1,047 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1,076 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $55K as of Q2 2025.
State Street SPDR Portfolio S&P 500 Value ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #239 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and has held it in 9 quarters since.
Oliver Lagore Vanvalin Investment Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $450K in Q2 2023.
1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.