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Retirement Planning Group (Kansas)’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Retirement Planning Group (Kansas)’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 		$18.1M Sell
320,005
-3,998
-1% -$232K 0.56% 27
2025
Q4 		$18.4M Sell
324,003
-12,092
-4% -$679K 0.6% 27
2025
Q3 		$18.6M Sell
336,095
-9,867
-3% -$531K 0.65% 26
2025
Q2 		$18.1M Sell
345,962
-7,199
-2% -$360K 0.77% 23
2025
Q1 		$18M Sell
353,161
-13,301
-4% -$690K 0.85% 24
2024
Q4 		$18.7M Sell
366,462
-12,838
-3% -$683K 0.94% 22
2024
Q3 		$20M Sell
379,300
-690
-0.2% -$35.1K 1.09% 23
2024
Q2 		$18.5M Sell
379,990
-12,316
-3% -$602K 1.18% 18
2024
Q1 		$19.7M Buy
392,306
+11,411
+3% +$544K 1.51% 12
2023
Q4 		$17.8M Buy
380,895
+369,514
+3,247% +$15.9M 1.59% 12
2023
Q3 		$470K Buy
11,381
+4,426
+64% +$192K 0.05% 102
2023
Q2 		$300K Buy
+6,955
New +$287K 0.03% 128

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

Retirement Planning Group (Kansas)'s SPYV Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.2% in Q1 2026, selling an estimated $232K and leaving 320,005 shares worth $18.1M. The position accounts for 0.56% of the portfolio, ranked #27.

Retirement Planning Group (Kansas) first reported a position in SPYV in Q2 2023 and has held it in 12 quarters since. The position peaked at $20M in Q3 2024. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Retirement Planning Group (Kansas) held 320,005 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $18.1M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 3,998 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $232K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.56% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #27 holding.
  • Retirement Planning Group (Kansas) first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and has held it in 12 quarters since.
  • Retirement Planning Group (Kansas)'s State Street SPDR Portfolio S&P 500 Value ETF position peaked at $20M in Q3 2024.
  • 1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.