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

Prism 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	$2.8M	Sell	45,980 -9,231	-17%	-$552K	0.68%	31
2026 Q1	$3.12M	Hold	55,211	–	–	0.83%	29
2025 Q4	$3.14M	Sell	55,211 -156	-0.3%	-$8.76K	0.84%	29
2025 Q3	$3.06M	Sell	55,367 -1,057	-2%	-$56.9K	0.83%	34
2025 Q2	$2.95M	Sell	56,424 -6,468	-10%	-$323K	0.84%	34
2025 Q1	$3.21M	Sell	62,892 -316,621	-83%	-$16.4M	0.99%	27
2024 Q4	$19.4M	Buy	379,513 +2,696	+0.7%	+$143K	5.82%	5
2024 Q3	$19.9M	Sell	376,817 -7,072	-2%	-$360K	5.7%	4
2024 Q2	$18.7M	Sell	383,889 -6,560	-2%	-$321K	5.67%	4
2024 Q1	$19.6M	Buy	390,449 +2,260	+0.6%	+$108K	5.87%	6
2023 Q4	$18.1M	Sell	388,189 -10,444	-3%	-$450K	5.83%	6
2023 Q3	$16.4M	Buy	+398,633	New	+$17.3M	5.76%	6
2018 Q1	–	Sell	-38,765	Closed	-$1.19M	–	55
2017 Q4	$1.19M	Buy	+38,765	New	+$1.16M	0.66%	30

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prism Advisors's SPYV Position: Q2 2026 in Review

Prism Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 17% in Q2 2026, selling an estimated $552K and leaving 45,980 shares worth $2.8M. The position accounts for 0.68% of the portfolio, ranked #31.

Prism Advisors first reported a position in SPYV in Q4 2017 and has held it in 13 quarters since. The position peaked at $19.9M in Q3 2024. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Prism Advisors held 45,980 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.8M as of Q2 2026.
Prism Advisors sold 9,231 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $552K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.68% of Prism Advisors's portfolio in Q2 2026, its #31 holding.
Prism Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2017 and has held it in 13 quarters since.
Prism Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $19.9M in Q3 2024.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Prism Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.