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Patriot Financial Group Insurance Agency’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Patriot Financial Group Insurance Agency’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 		$988K Sell
16,254
-12,562
-44% -$752K 0.1% 228
2026
Q1 		$1.63M Buy
28,816
+16,175
+128% +$938K 0.09% 235
2025
Q4 		$718K Sell
12,641
-341
-3% -$19.2K 0.09% 246
2025
Q3 		$718K Buy
12,982
+1,330
+11% +$71.6K 0.09% 235
2025
Q2 		$610K Sell
11,652
-313
-3% -$15.6K 0.07% 280
2025
Q1 		$611K Buy
11,965
+228
+2% +$11.8K 0.08% 262
2024
Q4 		$600K Buy
11,737
+1,327
+13% +$70.6K 0.08% 258
2024
Q3 		$550K Buy
10,410
+486
+5% +$24.7K 0.07% 282
2024
Q2 		$484K Buy
9,924
+1,254
+14% +$61.3K 0.07% 278
2024
Q1 		$434K Buy
+8,670
New +$413K 0.07% 293
2023
Q3 		– Sell
-186,805
Closed -$8.07M – 491
2023
Q2 		$8.07M Sell
186,805
-4,165
-2% -$172K 1.52% 10
2023
Q1 		$7.78M Buy
190,970
+2,500
+1% +$101K 1.58% 8
2022
Q4 		$7.33M Buy
188,470
+16,616
+10% +$636K 0.99% 12
2022
Q3 		$5.93M Buy
171,854
+13,559
+9% +$514K 1.44% 13
2022
Q2 		$5.83M Buy
158,295
+22,336
+16% +$885K 1.18% 15
2022
Q1 		$5.68M Buy
135,959
+4,936
+4% +$204K 1.01% 17
2021
Q4 		$5.5M Buy
131,023
+21,462
+20% +$876K 0.91% 19
2021
Q3 		$4.27M Buy
109,561
+90,923
+488% +$3.63M 0.76% 23
2021
Q2 		$737K Buy
18,638
+17,032
+1,061% +$673K 0.13% 164
2021
Q1 		$61K Sell
1,606
-445
-22% -$16.1K 0.01% 711
2020
Q4 		$71K Buy
2,051
+891
+77% +$29K 0.02% 586
2020
Q3 		$35K Sell
1,160
-20
-2% -$608 0.01% 630
2020
Q2 		$34K Sell
1,180
-619
-34% -$17.6K 0.01% 601
2020
Q1 		$46K Sell
1,799
-48,903
-96% -$1.56M 0.02% 480
2019
Q4 		$1.17M Buy
50,702
+44,489
+716% +$1.49M 0.44% 40
2019
Q3 		$199K Buy
6,213
+1,326
+27% +$41.7K 0.09% 204
2019
Q2 		$154K Buy
4,887
+2,180
+81% +$67.1K 0.07% 225
2019
Q1 		$82K Buy
2,707
+527
+24% +$15.5K 0.04% 310
2018
Q4 		$59K Buy
2,180
+1,994
+1,072% +$58.6K 0.04% 294
2018
Q3 		$6K Buy
+186
New +$5.74K ﹤0.01% 712

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

Patriot Financial Group Insurance Agency's SPYV Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 44% in Q2 2026, selling an estimated $752K and leaving 16,254 shares worth $988K. The position accounts for 0.1% of the portfolio, ranked #228.

Patriot Financial Group Insurance Agency first reported a position in SPYV in Q3 2018 and has held it in 30 quarters since. The position peaked at $8.07M in Q2 2023. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 16,254 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $988K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 12,562 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $752K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.1% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #228 holding.
  • Patriot Financial Group Insurance Agency first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2018 and has held it in 30 quarters since.
  • Patriot Financial Group Insurance Agency's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $8.07M in Q2 2023.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.