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Rehmann Capital Advisory Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Rehmann Capital Advisory Group’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
Q1 		$2.26M Sell
39,965
-362
-0.9% -$21K 0.12% 130
2025
Q4 		$2.29M Buy
40,327
+573
+1% +$32.2K 0.12% 129
2025
Q3 		$2.2M Buy
39,754
+10,611
+36% +$571K 0.12% 123
2025
Q2 		$1.53M Sell
29,143
-846
-3% -$42.3K 0.09% 151
2025
Q1 		$1.53M Buy
29,989
+1,902
+7% +$98.6K 0.1% 153
2024
Q4 		$1.44M Buy
28,087
+6,057
+27% +$322K 0.09% 158
2024
Q3 		$1.16M Buy
22,030
+2,325
+12% +$118K 0.08% 194
2024
Q2 		$960K Buy
19,705
+32
+0.2% +$1.56K 0.07% 212
2024
Q1 		$986K Sell
19,673
-2,239
-10% -$107K 0.07% 205
2023
Q4 		$1.02M Sell
21,912
-3,167
-13% -$137K 0.08% 187
2023
Q3 		$995K Sell
25,079
-581
-2% -$25.2K 0.09% 173
2023
Q2 		$1.07M Sell
25,660
-2,197
-8% -$90.7K 0.1% 176
2023
Q1 		$1.08M Sell
27,857
-318
-1% -$12.9K 0.1% 171
2022
Q4 		$1.1M Sell
28,175
-44
-0.2% -$1.69K 0.11% 161
2022
Q3 		$973K Sell
28,219
-1,464
-5% -$55.5K 0.11% 164
2022
Q2 		$1.09M Sell
29,683
-1,316
-4% -$52.1K 0.12% 149
2022
Q1 		$1.29M Buy
30,999
+403
+1% +$16.6K 0.12% 144
2021
Q4 		$1.29M Buy
30,596
+237
+0.8% +$9.67K 0.12% 154
2021
Q3 		$1.18M Sell
30,359
-519
-2% -$20.7K 0.11% 164
2021
Q2 		$1.23M Buy
30,878
+718
+2% +$28.4K 0.12% 144
2021
Q1 		$1.15M Buy
30,160
+9,630
+47% +$348K 0.12% 147
2020
Q4 		$705K Sell
20,530
-8,581
-29% -$279K 0.08% 207
2020
Q3 		$879K Buy
29,111
+6,046
+26% +$184K 0.11% 159
2020
Q2 		$673K Sell
23,065
-36,772
-61% -$1.05M 0.09% 186
2020
Q1 		$1.56M Buy
+59,837
New +$1.91M 0.25% 72
2019
Q3 		– Sell
-6,397
Closed -$200K – 2070
2019
Q2 		$200K Buy
6,397
+5,507
+619% +$169K 0.02% 436
2019
Q1 		$26.3K Sell
890
-3,206
-78% -$94.5K ﹤0.01% 1037
2018
Q4 		$111K Buy
+4,096
New +$120K 0.02% 379

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Rehmann Capital Advisory Group's SPYV Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.9% in Q1 2026, selling an estimated $21K and leaving 39,965 shares worth $2.26M. The position accounts for 0.12% of the portfolio, ranked #130.

Rehmann Capital Advisory Group first reported a position in SPYV in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.29M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Rehmann Capital Advisory Group held 39,965 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.26M as of Q1 2026.
  • Rehmann Capital Advisory Group sold 362 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $21K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.12% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #130 holding.
  • Rehmann Capital Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2018 and has held it in 28 quarters since.
  • Rehmann Capital Advisory Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.29M in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.