P
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
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 $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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

&Partners's SPYV Position: Q1 2026 in Review

&Partners increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.9% in Q1 2026, buying an estimated $195K and bringing the position to 175,676 shares worth $9.94M. The position accounts for 0.05% of the portfolio, ranked #325.

&Partners first reported a position in SPYV in Q4 2024 and has held it in 6 quarters since. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • &Partners held 175,676 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $9.94M as of Q1 2026.
  • &Partners bought 3,353 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $195K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.05% of &Partners's portfolio in Q1 2026, its #325 holding.
  • &Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.