OIA
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OneDigital Investment Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

OneDigital Investment Advisors’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 		$1.97M Buy
32,444
+1,618
+5% +$96.8K 0.02% 513
2026
Q1 		$1.74M Buy
30,826
+3,297
+12% +$191K 0.02% 514
2025
Q4 		$1.56M Buy
27,529
+6,521
+31% +$366K 0.02% 535
2025
Q3 		$1.16M Buy
21,008
+54
+0.3% +$2.91K 0.01% 604
2025
Q2 		$1.1M Sell
20,954
-2,791
-12% -$139K 0.01% 608
2025
Q1 		$1.21M Sell
23,745
-16,034
-40% -$832K 0.01% 547
2024
Q4 		$2.03M Buy
39,779
+15,318
+63% +$815K 0.02% 417
2024
Q3 		$1.29M Sell
24,461
-1,050
-4% -$53.4K 0.01% 571
2024
Q2 		$1.24M Buy
25,511
+1,956
+8% +$95.6K 0.02% 548
2024
Q1 		$1.18M Sell
23,555
-2,324
-9% -$111K 0.02% 460
2023
Q4 		$1.21M Sell
25,879
-11,003
-30% -$475K 0.02% 414
2023
Q3 		$1.52M Sell
36,882
-451
-1% -$19.5K 0.03% 335
2023
Q2 		$1.61M Sell
37,333
-13,045
-26% -$539K 0.04% 315
2023
Q1 		$2.05M Sell
50,378
-9,029
-15% -$366K 0.05% 270
2022
Q4 		$2.31M Buy
59,407
+8,912
+18% +$341K 0.07% 237
2022
Q3 		$1.74M Sell
50,495
-4,123
-8% -$156K 0.06% 207
2022
Q2 		$2.01M Buy
54,618
+2,568
+5% +$102K 0.09% 156
2022
Q1 		$2.17M Buy
52,050
+218
+0.4% +$8.99K 0.08% 156
2021
Q4 		$2.18M Sell
51,832
-3,037
-6% -$124K 0.08% 157
2021
Q3 		$2.14M Buy
54,869
+9,406
+21% +$376K 0.08% 152
2021
Q2 		$1.8M Buy
45,463
+18,973
+72% +$750K 0.07% 174
2021
Q1 		$1M Buy
26,490
+9,112
+52% +$330K 0.05% 239
2020
Q4 		$598K Buy
17,378
+7,480
+76% +$243K 0.03% 321
2020
Q3 		$299K Buy
+9,898
New +$301K 0.02% 431
2019
Q3 		– Sell
-4,193
Closed -$131K – 1072
2019
Q2 		$131K Buy
4,193
+1,548
+59% +$47.6K 0.01% 435
2019
Q1 		$80K Buy
2,645
+215
+9% +$6.34K 0.01% 407
2018
Q4 		$66K Buy
+2,430
New +$71.5K 0.01% 409
2018
Q3 		– Sell
-1,579
Closed -$47K – 1214
2018
Q2 		$47K Buy
1,579
+1,454
+1,163% +$43.3K 0.01% 520
2018
Q1 		$4K Buy
+125
New +$3.84K ﹤0.01% 1196

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OneDigital Investment Advisors's SPYV Position: Q2 2026 in Review

OneDigital Investment Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5.2% in Q2 2026, buying an estimated $96.8K and bringing the position to 32,444 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #513.

OneDigital Investment Advisors first reported a position in SPYV in Q1 2018 and has held it in 29 quarters since. The position peaked at $2.31M in Q4 2022. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • OneDigital Investment Advisors held 32,444 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.97M as of Q2 2026.
  • OneDigital Investment Advisors bought 1,618 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $96.8K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #513 holding.
  • OneDigital Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2018 and has held it in 29 quarters since.
  • OneDigital Investment Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.31M in Q4 2022.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.