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

PSI 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	$3.45M	Buy	56,763 +1,138	+2%	+$68.1K	0.8%	27
2026 Q1	$3.15M	Buy	55,625 +10,984	+25%	+$637K	0.75%	27
2025 Q4	$2.54M	Sell	44,641 -10,073	-18%	-$566K	0.64%	32
2025 Q3	$3.03M	Buy	54,714 +1,798	+3%	+$96.8K	0.78%	25
2025 Q2	$2.77M	Buy	52,916 +931	+2%	+$46.5K	1.36%	17
2025 Q1	$2.65M	Sell	51,985 -2,239	-4%	-$116K	0.86%	24
2024 Q4	$2.77M	Buy	54,224 +655	+1%	+$34.9K	0.82%	27
2024 Q3	$2.83M	Buy	53,569 +2,418	+5%	+$123K	0.83%	27
2024 Q2	$2.49M	Buy	51,151 +8,111	+19%	+$396K	0.79%	30
2024 Q1	$2.16M	Sell	43,040 -6,915	-14%	-$330K	0.78%	30
2023 Q4	$2.33M	Buy	49,955 +12,072	+32%	+$521K	0.87%	27
2023 Q3	$1.56M	Buy	37,883 +9,458	+33%	+$410K	0.68%	29
2023 Q2	$1.23M	Buy	28,425 +1,590	+6%	+$65.7K	0.54%	37
2023 Q1	$1.09M	Buy	26,835 +4,695	+21%	+$190K	0.53%	39
2022 Q4	$861K	Buy	22,140 +6,787	+44%	+$260K	0.46%	43
2022 Q3	$530K	Buy	15,353 +15,048	+4,934%	+$571K	0.28%	67
2022 Q2	$11K	Buy	+305	New	+$12.1K	0.01%	449
2020 Q1	–	Sell	-300	Closed	-$10K	–	519
2019 Q4	$10K	Buy	+300	New	+$10K	0.01%	472

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

PSI Advisors's SPYV Position: Q2 2026 in Review

PSI Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2% in Q2 2026, buying an estimated $68.1K and bringing the position to 56,763 shares worth $3.45M. The position accounts for 0.8% of the portfolio, ranked #27.

PSI Advisors first reported a position in SPYV in Q4 2019 and has held it in 18 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

PSI Advisors held 56,763 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.45M as of Q2 2026.
PSI Advisors bought 1,138 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $68.1K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.8% of PSI Advisors's portfolio in Q2 2026, its #27 holding.
PSI Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and has held it in 18 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.