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

ORG Partners’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 		$498K Sell
8,774
-66
-0.7% -$3.71K 0.09% 199
2025
Q3 		$489K Hold
8,840
– – 0.09% 196
2025
Q2 		$467K Buy
8,840
+1,089
+14% +$54.4K 0.1% 184
2025
Q1 		$396K Buy
7,751
+7,732
+40,695% +$401K 0.1% 171
2024
Q4 		$976 Hold
19
– – ﹤0.01% 1136
2024
Q3 		$1.01K Sell
19
-754
-98% -$38.4K ﹤0.01% 996
2024
Q2 		$37.5K Buy
+773
New +$37.8K ﹤0.01% 889
2024
Q1 		– Sell
-1,872
Closed -$87.3K – 1030
2023
Q4 		$87.3K Buy
1,872
+803
+75% +$34.6K 0.01% 431
2023
Q3 		$44.1K Sell
1,069
-179
-14% -$7.75K 0.01% 541
2023
Q2 		$54.1K Buy
+1,248
New +$51.5K 0.01% 638

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ORG Partners's SPYV Position: Q4 2025 in Review

ORG Partners reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.75% in Q4 2025, selling an estimated $3.71K and leaving 8,774 shares worth $498K. The position accounts for 0.09% of the portfolio, ranked #199.

ORG Partners first reported a position in SPYV in Q2 2023 and has held it in 10 quarters since. 1,154 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

  • ORG Partners held 8,774 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $498K as of Q4 2025.
  • ORG Partners sold 66 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $3.71K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.09% of ORG Partners's portfolio in Q4 2025, its #199 holding.
  • ORG Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and has held it in 10 quarters since.
  • 1,154 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.