Parkside Financial Bank & Trust’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Parkside Financial Bank & Trust’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	$267K	Buy	4,387 +4,103	+1,445%	+$246K	0.02%	418
2026 Q1	$16.1K	Hold	284	–	–	﹤0.01%	1395
2025 Q4	$16.1K	Hold	284	–	–	﹤0.01%	1374
2025 Q3	$15.7K	Buy	284 +3	+1%	+$162	﹤0.01%	1343
2025 Q2	$14.7K	Sell	281 -468	-62%	-$23.4K	﹤0.01%	1364
2025 Q1	$38.3K	Buy	749 +468	+167%	+$24.3K	﹤0.01%	920
2024 Q4	$14.4K	Hold	281	–	–	﹤0.01%	1185
2024 Q3	$14.9K	Hold	281	–	–	﹤0.01%	1137
2024 Q2	$13.7K	Hold	281	–	–	﹤0.01%	1107
2024 Q1	$14.1K	Hold	281	–	–	﹤0.01%	1090
2023 Q4	$13.1K	Hold	281	–	–	﹤0.01%	1086
2023 Q3	$11.6K	Hold	281	–	–	﹤0.01%	1072
2023 Q2	$12.1K	Hold	281	–	–	﹤0.01%	1057
2023 Q1	$11.4K	Hold	281	–	–	﹤0.01%	1060
2022 Q4	$10.9K	Hold	281	–	–	﹤0.01%	1030
2022 Q3	$10K	Hold	281	–	–	﹤0.01%	1001
2022 Q2	$10K	Buy	+281	New	+$11.1K	﹤0.01%	1001
2021 Q4	–	Sell	-266	Closed	-$10K	–	1908
2021 Q3	$10K	Buy	+266	New	+$10.6K	﹤0.01%	978

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

Parkside Financial Bank & Trust's SPYV Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1,445% in Q2 2026, buying an estimated $246K and bringing the position to 4,387 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #418.

Parkside Financial Bank & Trust first reported a position in SPYV in Q3 2021 and has held it in 18 quarters since. 1,219 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Parkside Financial Bank & Trust held 4,387 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $267K as of Q2 2026.
Parkside Financial Bank & Trust bought 4,103 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $246K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #418 holding.
Parkside Financial Bank & Trust first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2021 and has held it in 18 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 Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.