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Plante Moran Financial Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Plante Moran Financial Advisors’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 		$93.2K Hold
1,533
– – ﹤0.01% 256
2026
Q1 		$86.7K Hold
1,533
– – 0.01% 246
2025
Q4 		$87.1K Buy
1,533
+928
+153% +$52.1K 0.01% 251
2025
Q3 		$33.5K Hold
605
– – ﹤0.01% 398
2025
Q2 		$31.7K Hold
605
– – ﹤0.01% 415
2025
Q1 		$30.9K Sell
605
-267
-31% -$13.8K ﹤0.01% 418
2024
Q4 		$44.6K Hold
872
– – ﹤0.01% 366
2024
Q3 		$46.1K Buy
872
+267
+44% +$13.6K ﹤0.01% 401
2024
Q2 		$29.5K Sell
605
-94
-13% -$4.59K ﹤0.01% 415
2024
Q1 		$35K Buy
699
+94
+16% +$4.48K ﹤0.01% 411
2023
Q4 		$28.2K Buy
+605
New +$26.1K ﹤0.01% 399
2022
Q4 		– Sell
-432
Closed -$15K – 967
2022
Q3 		$15K Sell
432
-258
-37% -$9.79K ﹤0.01% 521
2022
Q2 		$25K Sell
690
-240
-26% -$9.5K ﹤0.01% 424
2022
Q1 		$39K Hold
930
– – 0.01% 368
2021
Q4 		$39K Hold
930
– – 0.01% 412
2021
Q3 		$36K Hold
930
– – 0.01% 442
2021
Q2 		$37K Hold
930
– – 0.01% 430
2021
Q1 		$35K Buy
+930
New +$33.6K 0.01% 434

Other funds holding SPYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

Plante Moran Financial Advisors's SPYV Position: Q2 2026 in Review

Plante Moran Financial Advisors held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 1,533 shares worth $93.2K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Plante Moran Financial Advisors first reported a position in SPYV in Q1 2021 and has held it in 18 quarters since. 878 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Plante Moran Financial Advisors held 1,533 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $93.2K as of Q2 2026.
  • Plante Moran Financial Advisors left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #256 holding.
  • Plante Moran Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2021 and has held it in 18 quarters since.
  • 878 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.