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SPYV icon

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

&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
2026
Q2 		$11.8M Buy
195,228
+19,552
+11% +$1.17M 0.05% 335
2026
Q1 		$9.94M Buy
175,676
+3,353
+2% +$195K 0.05% 325
2025
Q4 		$9.79M Buy
172,323
+86,054
+100% +$4.83M 0.05% 317
2025
Q3 		$4.77M Buy
86,269
+2,744
+3% +$148K 0.03% 438
2025
Q2 		$4.37M Buy
83,525
+54,262
+185% +$2.71M 0.03% 404
2025
Q1 		$1.48M Buy
29,263
+24,385
+500% +$1.26M 0.02% 659
2024
Q4 		$250K Buy
+4,878
New +$260K ﹤0.01% 1431

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

&Partners's SPYV Position: Q2 2026 in Review

&Partners increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 11% in Q2 2026, buying an estimated $1.17M and bringing the position to 195,228 shares worth $11.8M. The position accounts for 0.05% of the portfolio, ranked #335.

&Partners first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • &Partners held 195,228 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $11.8M as of Q2 2026.
  • &Partners bought 19,552 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.17M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.05% of &Partners's portfolio in Q2 2026, its #335 holding.
  • &Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.