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Prime Capital Investment Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Prime Capital Investment 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 		$4.19M Sell
68,916
-834
-1% -$49.9K 0.04% 262
2026
Q1 		$3.95M Buy
69,750
+5,764
+9% +$334K 0.05% 252
2025
Q4 		$3.64M Sell
63,986
-881
-1% -$49.5K 0.04% 250
2025
Q3 		$3.59M Sell
64,867
-2,252
-3% -$121K 0.05% 254
2025
Q2 		$3.51M Sell
67,119
-216,238
-76% -$10.8M 0.05% 250
2025
Q1 		$14.5M Buy
283,357
+211,109
+292% +$10.9M 0.17% 112
2024
Q4 		$3.69M Buy
72,248
+3,173
+5% +$169K 0.05% 232
2024
Q3 		$3.65M Sell
69,075
-5,382
-7% -$274K 0.05% 244
2024
Q2 		$3.63M Sell
74,457
-156,852
-68% -$7.67M 0.05% 235
2024
Q1 		$11.6M Buy
231,309
+161,473
+231% +$7.7M 0.16% 112
2023
Q4 		$3.26M Buy
69,836
+20,079
+40% +$866K 0.05% 263
2023
Q3 		$2.05M Sell
49,757
-54,282
-52% -$2.35M 0.04% 244
2023
Q2 		$4.49M Buy
+104,039
New +$4.3M 0.09% 171
2023
Q1 		– Sell
-27,656
Closed -$1.08M – 648
2022
Q4 		$1.08M Buy
27,656
+21,347
+338% +$818K 0.04% 235
2022
Q3 		$218K Sell
6,309
-1,277
-17% -$48.4K 0.01% 364
2022
Q2 		$279K Sell
7,586
-16,940
-69% -$671K 0.02% 307
2022
Q1 		$1.03M Hold
24,526
– – 0.06% 170
2021
Q4 		$1.03M Buy
+24,526
New +$1M 0.06% 173
2020
Q1 		– Sell
-3,656
Closed -$128K – 617
2019
Q4 		$128K Buy
+3,656
New +$122K 0.01% 225

Other funds holding SPYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Prime Capital Investment Advisors's SPYV Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.2% in Q2 2026, selling an estimated $49.9K and leaving 68,916 shares worth $4.19M. The position accounts for 0.04% of the portfolio, ranked #262.

Prime Capital Investment Advisors first reported a position in SPYV in Q4 2019 and has held it in 19 quarters since. The position peaked at $14.5M in Q1 2025. 1,017 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Prime Capital Investment Advisors held 68,916 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $4.19M as of Q2 2026.
  • Prime Capital Investment Advisors sold 834 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $49.9K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #262 holding.
  • Prime Capital Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and has held it in 19 quarters since.
  • Prime Capital Investment Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $14.5M in Q1 2025.
  • 1,017 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.