PFS
SPYV icon

Prospera Financial Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Prospera Financial Services’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 		$3.71M Buy
61,038
+88
+0.1% +$5.27K 0.05% 360
2026
Q1 		$3.45M Sell
60,950
-164
-0.3% -$9.51K 0.06% 359
2025
Q4 		$3.47M Buy
61,114
+1,137
+2% +$63.9K 0.06% 338
2025
Q3 		$3.32M Sell
59,977
-1,416
-2% -$76.3K 0.06% 345
2025
Q2 		$3.21M Sell
61,393
-463
-0.7% -$23.1K 0.06% 327
2025
Q1 		$3.16M Sell
61,856
-2,881
-4% -$149K 0.07% 273
2024
Q4 		$3.31M Sell
64,737
-473,946
-88% -$25.2M 0.08% 266
2024
Q3 		$28.5M Buy
538,683
+481,801
+847% +$24.5M 0.73% 20
2024
Q2 		$2.77M Buy
56,882
+41
+0.1% +$2K 0.08% 275
2024
Q1 		$2.85M Sell
56,841
-823
-1% -$39.2K 0.08% 267
2023
Q4 		$2.69M Buy
57,664
+21,279
+58% +$918K 0.09% 259
2023
Q3 		$1.5M Buy
36,385
+1,031
+3% +$44.7K 0.06% 326
2023
Q2 		$1.53M Buy
35,354
+3,413
+11% +$141K 0.06% 315
2023
Q1 		$1.3M Buy
+31,941
New +$1.29M 0.05% 345
2022
Q4 		– Sell
-33,565
Closed -$1.16M – 950
2022
Q3 		$1.16M Buy
33,565
+107
+0.3% +$4.06K 0.06% 335
2022
Q2 		$1.23M Sell
33,458
-2,112
-6% -$83.6K 0.06% 324
2022
Q1 		$1.49M Buy
+35,570
New +$1.47M 0.06% 334
2020
Q1 		– Sell
-9,018
Closed -$315K – 613
2019
Q4 		$315K Buy
9,018
+2,741
+44% +$91.6K 0.02% 474
2019
Q3 		$201K Buy
+6,277
New +$198K 0.02% 518

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

Prospera Financial Services's SPYV Position: Q2 2026 in Review

Prospera Financial Services increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.14% in Q2 2026, buying an estimated $5.27K and bringing the position to 61,038 shares worth $3.71M. The position accounts for 0.05% of the portfolio, ranked #360.

Prospera Financial Services first reported a position in SPYV in Q3 2019 and has held it in 19 quarters since. The position peaked at $28.5M in Q3 2024. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Prospera Financial Services held 61,038 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.71M as of Q2 2026.
  • Prospera Financial Services bought 88 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $5.27K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.05% of Prospera Financial Services's portfolio in Q2 2026, its #360 holding.
  • Prospera Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2019 and has held it in 19 quarters since.
  • Prospera Financial Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $28.5M 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 Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.