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

PrairieView 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
2025 Q2	$163K	Hold	3,131	–	–	0.02%	136
2025 Q1	$159K	Sell	3,131 -470	-13%	-$24.4K	0.02%	131
2024 Q4	$184K	Buy	3,601 +411	+13%	+$21.9K	0.02%	123
2024 Q3	$168K	Buy	3,190 +25	+0.8%	+$1.27K	0.02%	126
2024 Q2	$154K	Hold	3,165	–	–	0.02%	139
2024 Q1	$159K	Hold	3,165	–	–	0.02%	121
2023 Q4	$148K	Hold	3,165	–	–	0.02%	120
2023 Q3	$130K	Hold	3,165	–	–	0.02%	122
2023 Q2	$136K	Hold	3,165	–	–	0.02%	139
2023 Q1	$128K	Hold	3,165	–	–	0.02%	132
2022 Q4	$123K	Sell	3,165 -91	-3%	-$3.49K	0.02%	133
2022 Q3	$112K	Hold	3,256	–	–	0.02%	125
2022 Q2	$120K	Sell	3,256 -129	-4%	-$5.11K	0.02%	127
2022 Q1	$141K	Hold	3,385	–	–	0.02%	127
2021 Q4	$142K	Hold	3,385	–	–	0.02%	118
2021 Q3	$132K	Sell	3,385 -77	-2%	-$3.08K	0.02%	117
2021 Q2	$137K	Sell	3,462 -30	-0.9%	-$1.19K	0.02%	111
2021 Q1	$132K	Sell	3,492 -42	-1%	-$1.52K	0.02%	111
2020 Q4	$122K	Sell	3,534 -103	-3%	-$3.35K	0.02%	108
2020 Q3	$110K	Sell	3,637 -66	-2%	-$2K	0.02%	104
2020 Q2	$107K	Sell	3,703 -6,278	-63%	-$179K	0.02%	103
2020 Q1	$258K	Buy	+9,981	New	+$319K	0.07%	65
2019 Q4	–	Sell	-6,916	Closed	-$221K	–	88
2019 Q3	$221K	Buy	+6,916	New	+$218K	0.05%	79

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PrairieView Partners's SPYV Position: Q2 2025 in Review

PrairieView Partners held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2025 at 3,131 shares worth $163K. The position accounts for 0.02% of the portfolio, ranked #136.

PrairieView Partners first reported a position in SPYV in Q3 2019 and has held it in 23 quarters since. The position peaked at $258K in Q1 2020. 1,047 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

PrairieView Partners held 3,131 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $163K as of Q2 2025.
PrairieView Partners left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2025.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of PrairieView Partners's portfolio in Q2 2025, its #136 holding.
PrairieView Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2019 and has held it in 23 quarters since.
PrairieView Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $258K in Q1 2020.
1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.